Mark Sheptoff Financial Planning’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
Q3 | $25.7K | Hold |
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|
2025
Q2 | $24.5K | Hold |
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|
2025
Q1 | $23.7K | Hold |
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|
2024
Q4 | $23.3K | Buy |
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|
2024
Q3 | $10.4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $32K | Hold |
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|
2018
Q1 | $31K | Hold |
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|
2017
Q4 | $32K | Hold |
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|
2017
Q3 | $31K | Hold |
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|
2017
Q2 | $30K | Sell |
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|
2017
Q1 | $30K | Buy |
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|
2016
Q4 | $29K | Buy |
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