Keel Point’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 | $16.4M | Buy |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $18M | Sell |
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|
2023
Q1 | $18.6M | Buy |
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|
2022
Q4 | $16.4M | Sell |
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|
2022
Q3 | $14.8M | Buy |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $8.97M | Buy |
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|
2021
Q4 | $5.86M | Sell |
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|
2021
Q3 | $6.07M | Sell |
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|
2021
Q2 | $7.04M | Sell |
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|
2021
Q1 | $9.42M | Sell |
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|
2020
Q4 | $9.82M | Sell |
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|
2020
Q3 | $9.78M | Buy |
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|
2020
Q2 | $7.56M | Buy |
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|
2020
Q1 | $6.15M | Buy |
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|
2019
Q4 | $6.7M | Buy |
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|
2019
Q3 | $5.25M | Buy |
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|
2019
Q2 | $3.85M | Buy |
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|
2019
Q1 | $2.46M | Buy |
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|
2018
Q4 | $1.31M | Buy |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $252K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $402K | Sell |
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|
2016
Q4 | $8.33M | Buy |
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|
2016
Q3 | $6.38M | Buy |
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