Lakewood Asset Management’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 | $954K | Buy |
|
|||||
|
2025
Q2 | $903K | Sell |
|
|||||
|
2025
Q1 | $948K | Buy |
|
|||||
|
2024
Q4 | $885K | Buy |
|
|||||
|
2024
Q3 | $878K | Sell |
|
|||||
|
2024
Q2 | $809K | Sell |
|
|||||
|
2024
Q1 | $842K | Sell |
|
|||||
|
2023
Q4 | $788K | Sell |
|
|||||
|
2023
Q3 | $1.18M | Sell |
|
|||||
|
2023
Q2 | $1.23M | Sell |
|
|||||
|
2023
Q1 | $1.19M | Buy |
|
|||||
|
2022
Q4 | $1.18M | Buy |
|