MB, Levis & Associates’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 | $33.4K | Hold |
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|
2025
Q2 | $31.9K | Hold |
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2025
Q1 | $30.9K | Hold |
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|
2024
Q4 | $30.4K | Hold |
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|
2024
Q3 | $31.1K | Hold |
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|
2024
Q2 | $28.6K | Hold |
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|
2024
Q1 | $29.4K | Sell |
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|
2023
Q4 | $45.3K | Hold |
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|
2023
Q3 | $41.6K | Hold |
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|
2023
Q2 | $43.2K | Hold |
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|
2023
Q1 | $41.7K | Hold |
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|
2022
Q4 | $41.6K | Buy |
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