Morris Financial Concepts’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 | $726K | Buy |
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|
2025
Q2 | $672K | Sell |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $878K | Sell |
|
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|
2024
Q3 | $922K | Sell |
|
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|
2024
Q2 | $918K | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.08M | Sell |
|
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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