Johnson Bixby & Associates’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
Q3 | $790K | Sell |
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|
2025
Q2 | $900K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.69M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $3.36M | Sell |
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|
2023
Q1 | $5.42M | Sell |
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|
2022
Q4 | $23.2M | Buy |
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|
2022
Q3 | $19.9M | Buy |
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|
2022
Q2 | $20.7M | Buy |
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|
2022
Q1 | $20M | Buy |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $11.3M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $9.08M | Buy |
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