Monograph Wealth 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 | $2.06M | Hold |
|
|||||
|
2025
Q1 | $2M | Hold |
|
|||||
|
2024
Q4 | $1.97M | Sell |
|
|||||
|
2024
Q3 | $2.47M | Buy |
|
|||||
|
2024
Q2 | $1.85M | Sell |
|
|||||
|
2024
Q1 | $2.33M | Buy |
|
|||||
|
2023
Q4 | $1.75M | Hold |
|
|||||
|
2023
Q3 | $1.62M | Hold |
|
|||||
|
2023
Q2 | $1.68M | Hold |
|
|||||
|
2023
Q1 | $1.62M | Sell |
|
|||||
|
2022
Q4 | $1.81M | Buy |
|
|||||
|
2022
Q3 | $1.44M | Hold |
|
|||||
|
2022
Q2 | $1.54M | Hold |
|
|||||
|
2022
Q1 | $1.76M | Hold |
|
|||||
|
2021
Q4 | $1.78M | Buy |
|