Krilogy Financial’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 | $1.31M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $597K | Sell |
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|
2021
Q3 | $562K | Buy |
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|
2021
Q2 | $527K | Sell |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $422K | Hold |
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|
2020
Q3 | $365K | Buy |
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|
2020
Q2 | $290K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $111K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $96K | Hold |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $94K | Hold |
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|
2017
Q2 | $93K | Hold |
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|
2017
Q1 | $89K | Hold |
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|
2016
Q4 | $89K | Sell |
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|
2016
Q3 | $92K | Hold |
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|
2016
Q2 | $90K | Buy |
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