NorthRock Partners’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 | $7.58M | Sell |
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|
2025
Q2 | $7.34M | Buy |
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|
2025
Q1 | $6.23M | Sell |
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|
2024
Q4 | $6.72M | Buy |
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|
2024
Q3 | $6.78M | Sell |
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|
2024
Q2 | $6.31M | Buy |
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|
2024
Q1 | $5.64M | Sell |
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|
2023
Q4 | $5.26M | Buy |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $2.76M | Sell |
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|
2022
Q2 | $3.74M | Sell |
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|
2022
Q1 | $5.12M | Sell |
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|
2021
Q4 | $6.07M | Buy |
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|
2021
Q3 | $5.78M | Sell |
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|
2021
Q2 | $5.94M | Sell |
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|
2021
Q1 | $5.87M | Sell |
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|
2020
Q4 | $5.41M | Sell |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $4.25M | Sell |
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|
2020
Q1 | $19.6M | Sell |
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|
2019
Q4 | $29.1M | Buy |
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|
2019
Q3 | $25.9M | Sell |
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|
2019
Q2 | $45.8M | Buy |
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|
2019
Q1 | $43.9M | Buy |
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|
2018
Q4 | $37.8M | Buy |
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|
2018
Q3 | $43.1M | Buy |
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|
2018
Q2 | $38.3M | Buy |
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|
2018
Q1 | $37M | Sell |
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|
2017
Q4 | $39.4M | Buy |
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|
2017
Q3 | $36M | Buy |
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|
2017
Q2 | $32.8M | Buy |
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|
2017
Q1 | $31.5M | Sell |
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|
2016
Q4 | $31.4M | Buy |
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|
2016
Q3 | $28.2M | Sell |
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|
2016
Q2 | $27.7M | Buy |
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|
2016
Q1 | $25M | Buy |
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|
2015
Q4 | $17.6M | Sell |
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|
2015
Q3 | $15.8M | Buy |
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|
2015
Q2 | $16.6M | Buy |
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|
2015
Q1 | $16.4M | Buy |
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|
2014
Q4 | $14.1M | Buy |
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