Inspirion Wealth 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
Q3 | – | Sell |
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|
2025
Q2 | $201K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $336K | Buy |
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