Lowe Brockenbrough & Co’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 | $762K | Sell |
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|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $717K | Sell |
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|
2024
Q4 | $773K | Hold |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $886K | Hold |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $851K | Hold |
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|
2023
Q1 | $821K | Sell |
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|
2022
Q4 | $1,000K | Hold |
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|
2022
Q3 | $897K | Hold |
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|
2022
Q2 | $956K | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $525K | Hold |
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|
2020
Q3 | $453K | Buy |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $262K | Hold |
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|
2019
Q4 | $360K | Hold |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $336K | Hold |
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|
2019
Q1 | $326K | Hold |
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|
2018
Q4 | $293K | Hold |
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|
2018
Q3 | $334K | Hold |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $300K | Buy |
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|
2017
Q4 | $304K | Hold |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $283K | Hold |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $272K | Hold |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $240K | Hold |
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|
2015
Q4 | $238K | Hold |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $253K | Hold |
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|
2014
Q3 | $243K | Hold |
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|
2014
Q2 | $246K | Sell |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $277K | Sell |
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|
2013
Q3 | $298K | Sell |
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|
2013
Q2 | $457K | Buy |
|