KMG Fiduciary Partners’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 | $1.25M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $6.2M | Sell |
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|
2022
Q3 | $8.39M | Sell |
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|
2022
Q2 | $9.11M | Buy |
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|
2022
Q1 | $9.91M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $387K | Sell |
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|
2020
Q1 | $8.18M | Buy |
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