Kestra Advisory Services’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 | $30.8M | Buy |
|
|||||
|
2025
Q2 | $29.2M | Sell |
|
|||||
|
2025
Q1 | $32.1M | Sell |
|
|||||
|
2024
Q4 | $39.9M | Buy |
|
|||||
|
2024
Q3 | $39.4M | Sell |
|
|||||
|
2024
Q2 | $36.3M | Buy |
|
|||||
|
2024
Q1 | $38.1M | Buy |
|
|||||
|
2023
Q4 | $28.9M | Buy |
|
|||||
|
2023
Q3 | $26M | Buy |
|
|||||
|
2023
Q2 | $26.6M | Buy |
|
|||||
|
2023
Q1 | $24.7M | Sell |
|
|||||
|
2022
Q4 | $41.7M | Buy |
|
|||||
|
2022
Q3 | $35.6M | Buy |
|
|||||
|
2022
Q2 | $37M | Buy |
|
|||||
|
2022
Q1 | $41.7M | Sell |
|
|||||
|
2021
Q4 | $44.2M | Buy |
|
|||||
|
2021
Q3 | $40.4M | Sell |
|
|||||
|
2021
Q2 | $41.8M | Sell |
|
|||||
|
2021
Q1 | $40.3M | Sell |
|
|||||
|
2020
Q4 | $44.6M | Buy |
|
|||||
|
2020
Q3 | $29.3M | Buy |
|