Merit Financial Group’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
$3.45M Sell
2025
Q2
$3.37M Sell
2025
Q1
$3.79M Sell
2024
Q4
$3.82M Buy
2024
Q3
$1.56M Buy
2024
Q2
$907K Buy
2024
Q1
$892K Buy
2023
Q4
$670K Buy
2023
Q3
$366K Buy
2023
Q2
$305K Sell
2023
Q1
$446K Sell
2022
Q4
$464K Buy
2022
Q3
$348K Buy
2022
Q2
$338K Buy
2018
Q4
Sell
2018
Q3
$242K Buy
2018
Q2
$218K Buy
2018
Q1
$202K Sell
2017
Q4
$234K Buy