Keystone Wealth 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 | $1.68M | Buy |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.31M | Hold |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.15M | Hold |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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