Kelman-Lazarov Inc’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 | $824K | Buy |
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|
2025
Q2 | $786K | Buy |
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|
2025
Q1 | $761K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $312K | Hold |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $289K | Hold |
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|
2017
Q3 | $276K | Hold |
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|
2017
Q2 | $271K | Hold |
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|
2017
Q1 | $267K | Hold |
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|
2016
Q4 | $260K | Hold |
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|
2016
Q3 | $243K | Hold |
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|
2016
Q2 | $240K | Sell |
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|
2016
Q1 | $265K | Buy |
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