Insight Wealth Strategies’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
Q3 | $225K | Sell |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $586K | Sell |
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|
2019
Q3 | $568K | Buy |
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|
2019
Q2 | $537K | Buy |
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|
2019
Q1 | $497K | Buy |
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