Norris Perne & French’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 | $1.06M | Hold |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $984K | Sell |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $5M | Hold |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $5.24M | Sell |
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|
2023
Q4 | $4.95M | Hold |
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|
2023
Q3 | $4.55M | Sell |
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|
2023
Q2 | $4.84M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $379K | Buy |
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