Lake Street Private Wealth’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 | $441K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $553K | Buy |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $511K | Hold |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $378K | Buy |
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