Moors & Cabot’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 | $433K | Buy |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $662K | Sell |
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|
2021
Q4 | $674K | Sell |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $299K | Buy |
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