NewEdge 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
Q3 | $22.7M | Buy |
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|
2025
Q2 | $21M | Sell |
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|
2025
Q1 | $22.7M | Sell |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $20.7M | Buy |
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|
2024
Q2 | $17.2M | Buy |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $13.5M | Sell |
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|
2023
Q3 | $22.6M | Buy |
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|
2023
Q2 | $20.8M | Sell |
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|
2023
Q1 | $20.3M | Sell |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $25.7M | Sell |
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|
2022
Q2 | $32M | Buy |
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|
2022
Q1 | $31.5M | Buy |
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|
2021
Q4 | $25.2M | Buy |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $8.35M | Buy |
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|
2021
Q1 | $6.79M | Buy |
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|
2020
Q4 | $5.5M | Buy |
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|
2020
Q3 | $748K | Buy |
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|
2020
Q2 | $713K | Sell |
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|
2020
Q1 | $631K | Buy |
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|
2019
Q4 | $833K | Sell |
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|
2019
Q3 | $791K | Buy |
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|
2019
Q2 | $328K | Sell |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $648 | Sell |
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|
2018
Q3 | $767K | Buy |
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|
2018
Q2 | $651 | Buy |
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|
2018
Q1 | $521K | Buy |
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|
2017
Q4 | $496K | Sell |
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|
2017
Q3 | $505K | Buy |
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|
2017
Q2 | $76.6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $261K | Buy |
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