MorganRosel Wealth 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
Q3 | $266K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $222K | Buy |
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