NFP Retirement Inc’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 | $531K | Hold |
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|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $322K | Buy |
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