Marcum Wealth’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
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.22M | Sell |
|
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $935K | Sell |
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|
2023
Q1 | $977K | Sell |
|
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.07M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $968K | Buy |
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