J.W. Cole 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
Q2 | $7.17M | Buy |
|
|||||
|
2025
Q1 | $6.8M | Buy |
|
|||||
|
2024
Q4 | $5.5M | Buy |
|
|||||
|
2024
Q3 | $5.46M | Buy |
|
|||||
|
2024
Q2 | $5M | Buy |
|
|||||
|
2024
Q1 | $5.07M | Sell |
|
|||||
|
2023
Q4 | $4.7M | Sell |
|
|||||
|
2023
Q3 | $4.34M | Sell |
|
|||||
|
2023
Q2 | $4.51M | Buy |
|
|||||
|
2023
Q1 | $4.32M | Sell |
|
|||||
|
2022
Q4 | $4.61M | Buy |
|
|||||
|
2022
Q3 | $3.93M | Buy |
|
|||||
|
2022
Q2 | $2.61M | Sell |
|
|||||
|
2022
Q1 | $3.29M | Buy |
|
|||||
|
2021
Q4 | $3.32M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $2.89M | Buy |
|
|||||
|
2021
Q1 | $750K | Buy |
|
|||||
|
2020
Q4 | $212K | Sell |
|
|||||
|
2020
Q3 | $593K | Buy |
|