MYCIO Wealth Partners’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 | $1.69M | Hold |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.7M | Hold |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $677K | Buy |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $779K | Sell |
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|
2021
Q3 | $800K | Hold |
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|
2021
Q2 | $811K | Buy |
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|
2021
Q1 | $771K | Hold |
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|
2020
Q4 | $695K | Buy |
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|
2020
Q3 | $599K | Buy |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $496K | Sell |
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|
2019
Q4 | $5.35M | Sell |
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|
2019
Q3 | $5.4M | Buy |
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|
2019
Q2 | $5.18M | Sell |
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|
2019
Q1 | $5.21M | Sell |
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|
2018
Q4 | $6.17M | Buy |
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|
2018
Q3 | $2.27M | Buy |
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|
2018
Q2 | $2.17M | Buy |
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|
2018
Q1 | $2.14M | Buy |
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|
2017
Q4 | $2.19M | Buy |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q2 | $1.94M | Buy |
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|
2017
Q1 | $1.89M | Sell |
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|
2016
Q4 | $1.88M | Buy |
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|
2016
Q3 | $345K | Sell |
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|
2016
Q2 | $341K | Buy |
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|
2016
Q1 | $321K | Buy |
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|
2015
Q4 | $314K | Sell |
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|
2015
Q3 | $319K | Buy |
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|
2015
Q2 | $327K | Buy |
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|
2015
Q1 | $325K | Buy |
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|
2014
Q4 | $328K | Buy |
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|
2014
Q3 | $313K | Buy |
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|
2014
Q2 | $315K | Buy |
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|
2014
Q1 | $299K | Sell |
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|
2013
Q4 | $698K | Buy |
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|
2013
Q3 | $264K | Buy |
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|
2013
Q2 | $256K | Buy |
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