MTM Investment 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
Q2 | $249K | Hold |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $146K | Hold |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $146K | Hold |
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|
2022
Q4 | $146K | Hold |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $159K | Hold |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $150K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $131K | Buy |
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