North Star Investment Management’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 | $54.7K | Hold |
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|
2025
Q2 | $52.2K | Hold |
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|
2025
Q1 | $50.5K | Hold |
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|
2024
Q4 | $49.7K | Buy |
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|
2024
Q3 | $51K | Hold |
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|
2024
Q2 | $46.8K | Sell |
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|
2024
Q1 | $64.9K | Buy |
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|
2023
Q4 | $44.3K | Hold |
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|
2023
Q3 | $40.7K | Hold |
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|
2023
Q2 | $42.3K | Hold |
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|
2023
Q1 | $40.8K | Hold |
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|
2022
Q4 | $40.7K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $60K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $9K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $9K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Buy |
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