Moss Adams 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
Q3 | $726K | Hold |
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|
2025
Q2 | $693K | Sell |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $492K | Hold |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $287K | Buy |
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