MSH Capital 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
Q2 | $378K | Buy |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $955K | Sell |
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|
2023
Q3 | $923K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $910K | Buy |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $736K | Buy |
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