Institute for 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
Q3 | $630K | Buy |
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|
2025
Q2 | $531K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $361K | Sell |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $562K | Hold |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $484K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $35K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $81K | Buy |
|