Matrix Asset 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 | $1.28M | Buy |
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|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $217K | Buy |
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