Naples Global 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 | $9.93M | Buy |
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|
2025
Q1 | $9.29M | Buy |
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|
2024
Q4 | $8.76M | Buy |
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|
2024
Q3 | $8.64M | Buy |
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|
2024
Q2 | $7.54M | Buy |
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|
2024
Q1 | $6.77M | Buy |
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|
2023
Q4 | $6.09M | Buy |
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|
2023
Q3 | $5.29M | Buy |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $736K | Buy |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $299K | Buy |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $261K | Sell |
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|
2019
Q2 | $265K | Buy |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $232K | Hold |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $211K | Buy |
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