NewEdge Wealth’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 | $9.85M | Sell |
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|
2025
Q2 | $9.49M | Sell |
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|
2025
Q1 | $9.35M | Sell |
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|
2024
Q4 | $16.2M | Buy |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $2.5M | Buy |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $22.6M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $7.21M | Buy |
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|
2021
Q2 | $7.28M | Buy |
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|
2021
Q1 | $6.92M | Buy |
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|
2020
Q4 | $6.22M | Buy |
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