Madison Wealth Partners’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 | $343K | Sell |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $331K | Buy |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $214K | Buy |
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