JFS Wealth 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 | $9.33M | Buy |
|
|||||
|
2025
Q1 | $8.67M | Sell |
|
|||||
|
2024
Q4 | $8.54M | Sell |
|
|||||
|
2024
Q3 | $9.12M | Sell |
|
|||||
|
2024
Q2 | $8.73M | Buy |
|
|||||
|
2024
Q1 | $8.93M | Buy |
|
|||||
|
2023
Q4 | $7.86M | Buy |
|
|||||
|
2023
Q3 | $7.06M | Buy |
|
|||||
|
2023
Q2 | $7.34M | Buy |
|
|||||
|
2023
Q1 | $6.99M | Buy |
|
|||||
|
2022
Q4 | $6.76M | Sell |
|
|||||
|
2022
Q3 | $6.97M | Buy |
|
|||||
|
2022
Q2 | $7.08M | Sell |
|
|||||
|
2022
Q1 | $8.21M | Sell |
|
|||||
|
2021
Q4 | $8.4M | Buy |
|
|||||
|
2021
Q3 | $7.7M | Buy |
|
|||||
|
2021
Q2 | $1.66M | Sell |
|
|||||
|
2021
Q1 | $1.59M | Sell |
|
|||||
|
2020
Q4 | $1.46M | Buy |
|
|||||
|
2020
Q3 | $1.23M | Buy |
|
|||||
|
2020
Q2 | $979K | Sell |
|
|||||
|
2020
Q1 | $892K | Buy |
|
|||||
|
2019
Q4 | $1.21M | Sell |
|
|||||
|
2019
Q3 | $1.18M | Sell |
|
|||||
|
2019
Q2 | $1.17M | Sell |
|
|||||
|
2019
Q1 | $1.16M | Sell |
|
|||||
|
2018
Q4 | $1.09M | Buy |
|
|||||
|
2018
Q3 | $1.21M | Sell |
|
|||||
|
2018
Q2 | $1.22M | Hold |
|
|||||
|
2018
Q1 | $1.2M | Hold |
|
|||||
|
2017
Q4 | $1.25M | Buy |
|
|||||
|
2017
Q3 | $1.13M | Buy |
|
|||||
|
2017
Q2 | $188K | Sell |
|
|||||
|
2017
Q1 | $190K | Hold |
|
|||||
|
2016
Q4 | $190K | Hold |
|
|||||
|
2016
Q3 | $179K | Hold |
|
|||||
|
2016
Q2 | $175K | Sell |
|
|||||
|
2016
Q1 | $192K | Buy |
|
|||||
|
2015
Q4 | $185K | Buy |
|
|||||
|
2015
Q3 | $37K | Hold |
|
|||||
|
2015
Q2 | $41K | Hold |
|
|||||
|
2015
Q1 | $41K | Hold |
|
|||||
|
2014
Q4 | $41K | Hold |
|
|||||
|
2014
Q3 | $40K | Hold |
|
|||||
|
2014
Q2 | $40K | Buy |
|