Northeast 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
Q2
$1.72M Hold
2025
Q1
$1.67M Hold
2024
Q4
$1.64M Hold
2024
Q3
$1.68M Buy
2024
Q2
$1.48M Buy
2024
Q1
$1.22M Hold
2023
Q4
$1.12M Hold
2023
Q3
$1.03M Hold
2023
Q2
$1.07M Hold
2023
Q1
$1.04M Hold
2022
Q4
$1.03M Buy