Insight 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 | $484K | Buy |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $479K | Buy |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $456K | Hold |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $493K | Hold |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $422K | Buy |
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