Marino Stram & Associates’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 | $434K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $438K | Hold |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $471K | Hold |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $367K | Buy |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $378K | Sell |
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|
2019
Q2 | $557K | Sell |
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|
2019
Q1 | $550K | Hold |
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|
2018
Q4 | $495K | Hold |
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|
2018
Q3 | $564K | Hold |
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|
2018
Q2 | $541K | Hold |
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|
2018
Q1 | $535K | Buy |
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|
2017
Q4 | $178K | Buy |
|