Leavell Investment 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 | $655K | Sell |
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|
2025
Q2 | $644K | Sell |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $641K | Hold |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $449K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $412K | Hold |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $453K | Sell |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $206K | Buy |
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