Luken Investment Analytics’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 | $203K | Hold |
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|
2025
Q1 | $197K | Hold |
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|
2024
Q4 | $194K | Hold |
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|
2024
Q3 | $199K | Hold |
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|
2024
Q2 | $183K | Hold |
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|
2024
Q1 | $188K | Hold |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $167K | Sell |
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|
2023
Q1 | $162K | Hold |
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|
2022
Q4 | $161K | Buy |
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|
2020
Q4 | $8K | Buy |
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