Moneta Group Investment 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
Q3 | $67.2M | Buy |
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|
2025
Q2 | $64.1M | Buy |
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|
2025
Q1 | $61M | Buy |
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|
2024
Q4 | $58.4M | Buy |
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|
2024
Q3 | $59.4M | Sell |
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|
2024
Q2 | $55.9M | Buy |
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|
2024
Q1 | $56.4M | Buy |
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|
2023
Q4 | $41.1M | Buy |
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|
2023
Q3 | $36.9M | Buy |
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|
2023
Q2 | $36.6M | Buy |
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|
2023
Q1 | $35M | Buy |
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|
2022
Q4 | $31.3M | Buy |
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|
2022
Q3 | $25.1M | Sell |
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|
2022
Q2 | $28.6M | Buy |
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|
2022
Q1 | $19.8M | Sell |
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|
2021
Q4 | $20.7M | Buy |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $4.24M | Buy |
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|
2020
Q3 | $3.38M | Buy |
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|
2020
Q2 | $2.94M | Buy |
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|
2020
Q1 | $2.55M | Sell |
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|
2019
Q4 | $3.71M | Buy |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $2.71M | Buy |
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|
2019
Q1 | $2.53M | Buy |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $2.46M | Sell |
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|
2018
Q2 | $2.37M | Sell |
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|
2018
Q1 | $2.64M | Buy |
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|
2017
Q4 | $2.7M | Hold |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $2.23M | Buy |
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|
2017
Q1 | $2.19M | Buy |
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|
2016
Q4 | $2.06M | Buy |
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|
2016
Q3 | $1.85M | Hold |
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|
2016
Q2 | $1.81M | Buy |
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|
2016
Q1 | $1.5M | Buy |
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|
2015
Q4 | $1.34M | Buy |
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|
2015
Q3 | $1.27M | Sell |
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|
2015
Q2 | $1.43M | Buy |
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|
2015
Q1 | $767K | Buy |
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|
2014
Q4 | $699K | Hold |
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|
2014
Q3 | $670K | Hold |
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|
2014
Q2 | $678K | Buy |
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|
2014
Q1 | $588K | Buy |
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|
2013
Q4 | $468K | Hold |
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|
2013
Q3 | $429K | Hold |
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|
2013
Q2 | $417K | Buy |
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