LPL Financial’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 | $809M | Buy |
|
|||||
|
2025
Q1 | $743M | Buy |
|
|||||
|
2024
Q4 | $689M | Buy |
|
|||||
|
2024
Q3 | $625M | Buy |
|
|||||
|
2024
Q2 | $571M | Buy |
|
|||||
|
2024
Q1 | $571M | Buy |
|
|||||
|
2023
Q4 | $492M | Buy |
|
|||||
|
2023
Q3 | $406M | Buy |
|
|||||
|
2023
Q2 | $410M | Buy |
|
|||||
|
2023
Q1 | $393M | Sell |
|
|||||
|
2022
Q4 | $400M | Buy |
|
|||||
|
2022
Q3 | $342M | Sell |
|
|||||
|
2022
Q2 | $388M | Buy |
|
|||||
|
2022
Q1 | $435M | Buy |
|
|||||
|
2021
Q4 | $354M | Buy |
|
|||||
|
2021
Q3 | $308M | Buy |
|
|||||
|
2021
Q2 | $273M | Buy |
|
|||||
|
2021
Q1 | $255M | Buy |
|
|||||
|
2020
Q4 | $223M | Buy |
|
|||||
|
2020
Q3 | $185M | Buy |
|
|||||
|
2020
Q2 | $171M | Sell |
|
|||||
|
2020
Q1 | $159M | Sell |
|
|||||
|
2019
Q4 | $234M | Buy |
|
|||||
|
2019
Q3 | $209M | Buy |
|
|||||
|
2019
Q2 | $204M | Sell |
|
|||||
|
2019
Q1 | $199M | Sell |
|
|||||
|
2018
Q4 | $204M | Buy |
|
|||||
|
2018
Q3 | $201M | Buy |
|
|||||
|
2018
Q2 | $188M | Buy |
|
|||||
|
2018
Q1 | $180M | Buy |
|
|||||
|
2017
Q4 | $179M | Buy |
|
|||||
|
2017
Q3 | $160M | Sell |
|
|||||
|
2017
Q2 | $164M | Buy |
|
|||||
|
2017
Q1 | $3.5M | Buy |
|
|||||
|
2016
Q4 | $2.71M | Sell |
|
|||||
|
2016
Q3 | $7.87M | Sell |
|
|||||
|
2016
Q2 | $12.5M | Sell |
|
|||||
|
2016
Q1 | $277M | Sell |
|
|||||
|
2015
Q4 | $291M | Buy |
|
|||||
|
2015
Q3 | $143M | Buy |
|
|||||
|
2015
Q2 | $146M | Sell |
|
|||||
|
2015
Q1 | $148M | Buy |
|
|||||
|
2014
Q4 | $143M | Buy |
|
|||||
|
2014
Q3 | $122M | Buy |
|
|||||
|
2014
Q2 | $124M | Buy |
|
|||||
|
2014
Q1 | $116M | Sell |
|
|||||
|
2013
Q4 | $115M | Buy |
|
|||||
|
2013
Q3 | $103M | Sell |
|
|||||
|
2013
Q2 | $99.5M | Buy |
|