Legacy Advisors’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 | – | Sell |
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|
2025
Q1 | $972K | Buy |
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|
2024
Q4 | $772K | Hold |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $741K | Hold |
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|
2024
Q1 | $761K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $439K | Hold |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $344K | Hold |
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|
2021
Q2 | $349K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $234K | Sell |
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|
2019
Q4 | $1.47M | Hold |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $2.66M | Buy |
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|
2018
Q4 | $1.19M | Hold |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.33M | Buy |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $1.85M | Buy |
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|
2017
Q3 | $279K | Hold |
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|
2017
Q2 | $274K | Hold |
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|
2017
Q1 | $270K | Hold |
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|
2016
Q4 | $263K | Buy |
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