Jordan Park Group’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 | $1.51M | Hold |
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|
2025
Q1 | $1.47M | Hold |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.55M | Hold |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $511K | Buy |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $272K | Hold |
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|
2017
Q4 | $282K | Buy |
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