Market Street Wealth Management Advisors’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 | $1.42M | Sell |
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|
2025
Q2 | $1.39M | Hold |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.28M | Hold |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.15M | Hold |
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|
2023
Q2 | $1.19M | Hold |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.92M | Hold |
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|
2021
Q3 | $1.79M | Hold |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.79M | Hold |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.57M | Hold |
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|
2020
Q2 | $1.5M | Hold |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.88M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.82M | Buy |
|