IFP Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $3.55M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $864K | Sell |
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|
2023
Q4 | $810K | Sell |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $887K | Sell |
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|
2023
Q1 | $736K | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $894K | Buy |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $539K | Buy |
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|
2020
Q2 | $424K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $595K | Sell |
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|
2019
Q3 | $669K | Buy |
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|
2019
Q1 | $976K | Sell |
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|
2018
Q4 | $1.79M | Sell |
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|
2018
Q3 | $12.4M | Buy |
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|
2018
Q2 | $11.6M | Buy |
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|
2018
Q1 | $10.8M | Hold |
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|
2017
Q4 | $10.8M | Buy |
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|
2017
Q3 | $10.3M | Sell |
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|
2017
Q2 | $10.1M | Buy |
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|
2017
Q1 | $9.82M | Sell |
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|
2016
Q4 | $9.61M | Buy |
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|
2016
Q3 | $8.89M | Sell |
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|
2016
Q2 | $8.82M | Buy |
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|
2016
Q1 | $976K | Sell |
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|
2015
Q4 | $9.77M | Buy |
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