Lion Street 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
Q3 | $2.2M | Sell |
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|
2025
Q2 | $2.86M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.28M | Hold |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $797K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Buy |
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