Matrix Private Capital Group’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 | $309K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $184K | Sell |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $178K | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $163K | Hold |
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|
2020
Q4 | $147K | Sell |
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|
2020
Q3 | $129K | Sell |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $229K | Buy |
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