Investment Advisory Group’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 | $1.07M | Buy |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $950K | Buy |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $719K | Hold |
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|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $713K | Buy |
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|
2022
Q4 | $710K | Hold |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $363K | Buy |
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