Klingman & Associates’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 | $536K | Buy |
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|
2025
Q2 | $509K | Hold |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $385K | Hold |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $502K | Hold |
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|
2022
Q1 | $575K | Sell |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $566K | Hold |
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|
2021
Q2 | $574K | Buy |
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|
2021
Q1 | $514K | Hold |
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|
2020
Q4 | $464K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $422K | Hold |
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|
2017
Q3 | $402K | Sell |
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|
2017
Q2 | $439K | Hold |
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|
2017
Q1 | $434K | Buy |
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|
2016
Q4 | $352K | Hold |
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|
2016
Q3 | $331K | Sell |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $315K | Sell |
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|
2015
Q4 | $314K | Sell |
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|
2015
Q3 | $383K | Buy |
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|
2015
Q2 | $352K | Sell |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $368K | Buy |
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