Members Trust’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
$471K Buy
2025
Q1
$378K Hold
2024
Q4
$372K Sell
2024
Q3
$423K Hold
2024
Q2
$389K Sell
2024
Q1
$416K Sell
2023
Q4
$507K Sell
2023
Q3
$653K Buy
2023
Q2
$613K Buy
2022
Q4
Sell
2022
Q3
$1.44M Sell
2022
Q2
$1.71M Sell
2022
Q1
$1.98M Sell
2021
Q4
$2.16M Sell
2021
Q3
$2.05M Sell
2021
Q2
$2.12M Sell
2021
Q1
$2.08M Sell
2020
Q4
$1.91M Sell
2020
Q3
$1.7M Sell
2020
Q2
$1.7M Buy