Kovitz Investment Group 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 | $187M | Sell |
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|
2025
Q2 | $179M | Sell |
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|
2025
Q1 | $177M | Buy |
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|
2024
Q4 | $160M | Buy |
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|
2024
Q3 | $74.9M | Buy |
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $38.9M | Buy |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $258K | Sell |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $922K | Sell |
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|
2019
Q3 | $890K | Sell |
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|
2019
Q2 | $900K | Sell |
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|
2019
Q1 | $906K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $250 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $339K | Hold |
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|
2016
Q4 | $330K | Sell |
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|
2016
Q3 | $324K | Sell |
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|
2016
Q2 | $327K | Hold |
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|
2016
Q1 | $313K | Buy |
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