IHT Wealth Management’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 | $4.97M | Sell |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $5.18M | Sell |
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|
2024
Q3 | $6M | Buy |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $5.43M | Sell |
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|
2023
Q4 | $5.18M | Sell |
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|
2023
Q3 | $4.83M | Buy |
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|
2023
Q2 | $4.95M | Sell |
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|
2023
Q1 | $4.79M | Buy |
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|
2022
Q4 | $4.76M | Sell |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $4.18M | Sell |
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|
2022
Q1 | $4.88M | Sell |
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|
2021
Q4 | $5.07M | Sell |
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|
2021
Q3 | $4.76M | Sell |
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|
2021
Q2 | $4.86M | Sell |
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|
2021
Q1 | $4.83M | Sell |
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|
2020
Q4 | $4.42M | Buy |
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|
2020
Q3 | $3.71M | Buy |
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|
2020
Q2 | $3.47M | Sell |
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|
2020
Q1 | $3.39M | Sell |
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|
2019
Q4 | $5.08M | Sell |
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|
2019
Q3 | $5.68M | Sell |
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|
2019
Q2 | $6.26M | Buy |
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|
2019
Q1 | $4.6M | Sell |
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|
2018
Q4 | $4.72M | Buy |
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|
2018
Q3 | $4.68M | Buy |
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|
2018
Q2 | $4.41M | Sell |
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|
2018
Q1 | $4.29M | Sell |
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|
2017
Q4 | $5.17M | Buy |
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|
2017
Q3 | $3.79M | Buy |
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|
2017
Q2 | $44 | Hold |
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|
2017
Q1 | $158K | Sell |
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|
2016
Q4 | $4.08M | Buy |
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