Mason Investment Advisory Services’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 | $679K | Buy |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $703K | Hold |
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|
2023
Q3 | $646K | Sell |
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|
2023
Q2 | $672K | Hold |
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|
2023
Q1 | $648K | Hold |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.05M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $906K | Sell |
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|
2020
Q3 | $793K | Hold |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $788K | Hold |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $1.02M | Hold |
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|
2019
Q2 | $1.01M | Hold |
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|
2019
Q1 | $982K | Buy |
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