Invenio Wealth Partners’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
Q4 | $892K | Hold |
|
|||||
|
2025
Q3 | $863K | Sell |
|
|||||
|
2025
Q2 | $824K | Hold |
|
|||||
|
2025
Q1 | $798K | Sell |
|
|||||
|
2024
Q4 | $824K | Hold |
|
|||||
|
2024
Q3 | $845K | Hold |
|
|||||
|
2024
Q2 | $777K | Hold |
|
|||||
|
2024
Q1 | $798K | Sell |
|
|||||
|
2023
Q4 | $836K | Sell |
|
|||||
|
2023
Q3 | $1.02M | Sell |
|
|||||
|
2023
Q2 | $2.2M | Buy |
|