MilWealth 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 | $126K | Hold |
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|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $114K | Hold |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $102K | Hold |
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|
2023
Q3 | $93.9K | Hold |
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|
2023
Q2 | $97.6K | Sell |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $179K | Hold |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $209K | Hold |
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|
2021
Q1 | $199K | Hold |
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|
2020
Q4 | $180K | Hold |
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|
2020
Q3 | $155K | Hold |
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|
2020
Q2 | $148K | Hold |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $180K | Hold |
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|
2019
Q3 | $169K | Hold |
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|
2019
Q2 | $167K | Hold |
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|
2019
Q1 | $162K | Hold |
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|
2018
Q4 | $146K | Buy |
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