Newton One Investments’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 | $10.5M | Buy |
|
|||||
|
2025
Q2 | $10M | Buy |
|
|||||
|
2025
Q1 | $9.67M | Sell |
|
|||||
|
2024
Q4 | $9.58M | Sell |
|
|||||
|
2024
Q3 | $9.99M | Sell |
|
|||||
|
2024
Q2 | $9.44M | Sell |
|
|||||
|
2024
Q1 | $9.76M | Sell |
|
|||||
|
2023
Q4 | $9.24M | Sell |
|
|||||
|
2023
Q3 | $8.57M | Sell |
|
|||||
|
2023
Q2 | $9.03M | Sell |
|
|||||
|
2023
Q1 | $8.81M | Sell |
|
|||||
|
2022
Q4 | $8.77M | Sell |
|
|||||
|
2022
Q3 | $7.97M | Sell |
|
|||||
|
2022
Q2 | $8.5M | Sell |
|
|||||
|
2022
Q1 | $9.79M | Sell |
|
|||||
|
2021
Q4 | $10.1M | Buy |
|
|||||
|
2021
Q3 | $9.35M | Buy |
|
|||||
|
2021
Q2 | $9.33M | Buy |
|
|||||
|
2021
Q1 | $8.86M | Sell |
|
|||||
|
2020
Q4 | $8.05M | Buy |
|