Middleton & Co’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 | $1.16M | Hold |
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|
2025
Q2 | $1.11M | Hold |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $961K | Sell |
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|
2023
Q3 | $889K | Hold |
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|
2023
Q2 | $924K | Hold |
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|
2023
Q1 | $891K | Sell |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $807K | Hold |
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|
2022
Q2 | $860K | Hold |
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|
2022
Q1 | $985K | Hold |
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|
2021
Q4 | $997K | Buy |
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|
2021
Q3 | $921K | Sell |
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|
2021
Q2 | $954K | Buy |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $613K | Hold |
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|
2020
Q3 | $530K | Hold |
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|
2020
Q2 | $505K | Buy |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $602K | Sell |
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|
2019
Q3 | $572K | Hold |
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|
2019
Q2 | $567K | Sell |
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|
2019
Q1 | $551K | Buy |
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|
2018
Q4 | $487K | Sell |
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|
2018
Q3 | $646K | Buy |
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|
2018
Q2 | $614K | Sell |
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|
2018
Q1 | $618K | Buy |
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|
2017
Q4 | $632K | Sell |
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|
2017
Q3 | $632K | Sell |
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|
2017
Q2 | $785K | Sell |
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|
2017
Q1 | $918K | Buy |
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|
2016
Q4 | $886K | Buy |
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|
2016
Q3 | $618K | Sell |
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|
2016
Q2 | $642K | Sell |
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|
2016
Q1 | $726K | Buy |
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|
2015
Q4 | $702K | Buy |
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|
2015
Q3 | $646K | Sell |
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|
2015
Q2 | $722K | Sell |
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|
2015
Q1 | $735K | Buy |
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|
2014
Q4 | $729K | Buy |
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|
2014
Q3 | $694K | Sell |
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|
2014
Q2 | $758K | Buy |
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|
2014
Q1 | $710K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $561K | Buy |
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|
2013
Q2 | $531K | Buy |
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