Matthew Hamilton Rosenberg’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 | $59K | Hold |
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|
2025
Q1 | $57.2K | Hold |
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|
2024
Q4 | $56.3K | Sell |
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|
2024
Q3 | $63.6K | Sell |
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|
2024
Q2 | $64.8K | Sell |
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|
2024
Q1 | $77.7K | Hold |
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|
2023
Q4 | $72K | Hold |
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|
2023
Q3 | $66.2K | Sell |
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|
2023
Q2 | $73.9K | Hold |
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|
2023
Q1 | $71.3K | Hold |
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|
2022
Q4 | $71K | Sell |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $91K | Buy |
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