Ken Fisher’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 | $584K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $293K | Buy |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $246K | Buy |
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|
2018
Q1 | $215K | Sell |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $346K | Buy |
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|
2017
Q1 | $341K | Sell |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q3 | $254K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Buy |
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