MBL Wealth’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 | $373K | Hold |
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|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $322K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $258K | Buy |
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