Nicolet Advisory Services’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 | $1.38M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $749K | Buy |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $903K | Buy |
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|
2023
Q2 | $925K | Buy |
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|
2023
Q1 | $904K | Buy |
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|
2022
Q4 | $651K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $520K | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $478K | Buy |
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $316K | Buy |
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