Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
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|
2025
Q4 | $997K | Buy |
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|
2025
Q3 | $901K | Buy |
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|
2025
Q2 | $832K | Sell |
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|
2025
Q1 | $817K | Sell |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $827K | Sell |
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|
2024
Q2 | $849K | Sell |
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|
2024
Q1 | $926K | Buy |
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|
2023
Q4 | $768K | Buy |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $534K | Hold |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $222K | Buy |
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