Miller Investment Management’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 | $654K | Hold |
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|
2025
Q1 | $634K | Hold |
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|
2024
Q4 | $624K | Hold |
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|
2024
Q3 | $639K | Hold |
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|
2024
Q2 | $588K | Hold |
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|
2024
Q1 | $603K | Sell |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $1.5M | Hold |
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|
2023
Q2 | $1.56M | Hold |
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|
2023
Q1 | $1.5M | Hold |
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|
2022
Q4 | $1.5M | Buy |
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