Litman Gregory Wealth 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 | $1.48M | Hold |
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|
2025
Q2 | $1.41M | Hold |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $970K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $67K | Sell |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $50K | Buy |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $31K | Buy |
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