Morgan Dempsey Capital Management’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 | $113K | Sell |
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2025
Q1 | $111K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $123K | Sell |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $135K | Sell |
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|
2022
Q3 | $149K | Sell |
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|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $30K | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $119K | Buy |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | $88K | Hold |
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|
2019
Q2 | $87K | Sell |
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|
2019
Q1 | $96K | Sell |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $49.7K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $159K | Buy |
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