Mayflower Financial 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 | $770K | Buy |
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|
2025
Q2 | $730K | Sell |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $710K | Sell |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $741K | Sell |
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|
2024
Q1 | $763K | Hold |
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|
2023
Q4 | $704K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $288K | Buy |
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