Newbridge Financial Services Group’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 | $168K | Buy |
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|
2025
Q1 | $162K | Buy |
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|
2024
Q4 | $136K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $23.9K | Buy |
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|
2024
Q1 | $358 | Sell |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $8K | Buy |
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