MONECO Advisors’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 | $1.13M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $988K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $884K | Sell |
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|
2023
Q3 | $829K | Buy |
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|
2023
Q2 | $856K | Buy |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $800K | Buy |
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|
2022
Q3 | $706K | Sell |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $608K | Buy |
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|
2021
Q1 | $579K | Buy |
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|
2020
Q4 | $531K | Buy |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $411K | Buy |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $375K | Buy |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $305K | Buy |
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