KCM Investment 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 | – | Sell |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $522K | Sell |
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|
2021
Q3 | $491K | Hold |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $573K | Hold |
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|
2020
Q4 | $517K | Sell |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $756K | Buy |
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|
2019
Q4 | $1.01M | Hold |
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|
2019
Q3 | $953K | Buy |
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|
2019
Q2 | $780K | Buy |
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|
2019
Q1 | $572K | Hold |
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|
2018
Q4 | $514K | Sell |
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|
2018
Q3 | $643K | Sell |
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|
2018
Q2 | $629K | Sell |
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|
2018
Q1 | $646K | Hold |
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|
2017
Q4 | $670K | Buy |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $219K | Hold |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $211K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $244K | Buy |
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|
2015
Q4 | $227K | Hold |
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|
2015
Q3 | $216K | Hold |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $310K | Hold |
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|
2014
Q4 | $314K | Hold |
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|
2014
Q3 | $301K | Sell |
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|
2014
Q2 | $390K | Hold |
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|
2014
Q1 | $372K | Hold |
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|
2013
Q4 | $363K | Buy |
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|
2013
Q3 | $319K | Buy |
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