Lutz Financial Services’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 | $710K | Sell |
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|
2025
Q1 | $693K | Hold |
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|
2024
Q4 | $682K | Hold |
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|
2024
Q3 | $699K | Hold |
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|
2024
Q2 | $643K | Hold |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $632K | Hold |
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|
2023
Q3 | $581K | Hold |
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|
2023
Q2 | $604K | Hold |
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|
2023
Q1 | $582K | Hold |
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|
2022
Q4 | $580K | Hold |
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|
2022
Q3 | $520K | Hold |
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|
2022
Q2 | $555K | Hold |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $642K | Hold |
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|
2021
Q3 | $599K | Hold |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $530K | Hold |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $413K | Hold |
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|
2020
Q2 | $394K | Hold |
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|
2020
Q1 | $347K | Buy |
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|
2019
Q4 | $458K | Hold |
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|
2019
Q3 | $431K | Hold |
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|
2019
Q2 | $427K | Sell |
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|
2019
Q1 | $420K | Sell |
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|
2018
Q4 | $381K | Buy |
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|
2018
Q3 | $430K | Hold |
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|
2018
Q2 | $412K | Hold |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $423K | Buy |
|