Northeast Financial Consultants’s iShares Russell 1000 Value ETF IWD Stock Holding History

Northeast Financial Consultants’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Hold
2025 Q1	$2.11M	Sell
2024 Q4	$2.14M	Sell
2024 Q3	$2.29M	Hold
2024 Q2	$2.1M	Hold
2024 Q1	$2.16M	Hold
2023 Q4	$1.99M	Hold
2023 Q3	$1.83M	Hold
2023 Q2	$1.9M	Sell
2023 Q1	$1.93M	Hold
2022 Q4	$1.92M	Buy
2022 Q3	$1.57M	Buy
2022 Q2	$1.63M	Hold
2022 Q1	$1.87M	Sell
2021 Q4	$1.94M	Sell
2021 Q3	$1.84M	Buy
2021 Q2	$1.86M	Hold
2021 Q1	$1.77M	Hold
2020 Q4	$1.6M	Hold
2020 Q3	$1.38M	Buy
2020 Q2	$870K	Hold
2020 Q1	$766K	Sell
2019 Q4	$1.1M	Hold
2019 Q3	$1.04M	Hold
2019 Q2	$1.03M	Hold
2019 Q1	$997K	Buy
2018 Q4	–	Sell
2018 Q3	$626K	Sell
2018 Q2	$614K	Hold
2018 Q1	$606K	Buy
2017 Q4	$579K	Buy
2017 Q3	$263K	Buy
2016 Q4	–	Sell
2016 Q3	$335K	Sell
2016 Q2	$496K	Buy
2016 Q1	$313K	Hold
2015 Q4	$310K	Hold
2015 Q3	$296K	Hold
2015 Q2	$327K	Hold
2015 Q1	$327K	Buy