King Wealth Management Group’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 | $334K | Hold |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $286K | Buy |
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