Keebeck Wealth Management’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 | $278K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $400K | Hold |
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|
2021
Q3 | $373K | Hold |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $361K | Hold |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $229K | Buy |
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|
2019
Q4 | $169K | Buy |
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