Jentner Corp’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 | $419K | Hold |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $404K | Hold |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $409K | Hold |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $300K | Hold |
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|
2020
Q2 | $286K | Hold |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $361K | Hold |
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|
2019
Q2 | $358K | Sell |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $391K | Buy |
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|
2018
Q3 | $380K | Sell |
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|
2018
Q2 | $451K | Hold |
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|
2018
Q1 | $446K | Sell |
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|
2017
Q4 | $472K | Sell |
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|
2017
Q3 | $461K | Hold |
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|
2017
Q2 | $453K | Sell |
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|
2017
Q1 | $463K | Hold |
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|
2016
Q4 | $451K | Buy |
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