Investment 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
Q2 | $11.2M | Buy |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $9.98M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $9.92M | Sell |
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|
2023
Q3 | $9.78M | Sell |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $10.5M | Sell |
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|
2022
Q4 | $10.8M | Sell |
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|
2022
Q3 | $9.78M | Sell |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $12.4M | Buy |
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|
2021
Q4 | $12.2M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $11.7M | Sell |
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|
2021
Q1 | $11.4M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $8.84M | Buy |
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|
2020
Q2 | $8.42M | Buy |
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|
2020
Q1 | $7.16M | Buy |
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|
2019
Q4 | $4.53M | Sell |
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|
2019
Q3 | $4.48M | Sell |
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|
2019
Q2 | $4.63M | Buy |
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|
2019
Q1 | $4.19M | Buy |
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|
2018
Q4 | $3.67M | Sell |
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|
2018
Q3 | $5.82K | Buy |
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|
2018
Q2 | $4.08M | Buy |
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|
2018
Q1 | $3.75M | Buy |
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|
2017
Q4 | $3.45M | Buy |
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|
2017
Q3 | $3.23M | Buy |
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|
2017
Q2 | $3.04M | Buy |
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|
2017
Q1 | $2.69M | Buy |
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|
2016
Q4 | $2.4M | Buy |
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|
2016
Q3 | $2.09M | Buy |
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|
2016
Q2 | $1.73M | Buy |
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|
2016
Q1 | $1.09M | Sell |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $1.03M | Buy |
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|
2015
Q2 | $885K | Buy |
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|
2015
Q1 | $771K | Buy |
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|
2014
Q4 | $663K | Buy |
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