MOTCO’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 | $544K | Buy |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $230K | Hold |
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|
2023
Q3 | $211K | Sell |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $246K | Sell |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $211K | Hold |
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|
2020
Q1 | $186K | Hold |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | $130K | Buy |
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|
2019
Q2 | $109K | Sell |
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|
2019
Q1 | $112K | Sell |
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|
2018
Q4 | $108K | Buy |
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|
2018
Q3 | $115K | Hold |
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|
2018
Q2 | $110K | Sell |
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|
2018
Q1 | $110K | Hold |
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|
2017
Q4 | $114K | Hold |
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|
2017
Q3 | $109K | Buy |
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|
2017
Q2 | $61K | Hold |
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|
2017
Q1 | $60K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $24K | Hold |
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|
2015
Q4 | $23K | Sell |
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|
2015
Q3 | $46K | Hold |
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|
2015
Q2 | $50K | Hold |
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|
2015
Q1 | $50K | Hold |
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|
2014
Q4 | $51K | Hold |
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|
2014
Q3 | $49K | Buy |
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