NWAM LLC’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 | $1.31M | Sell |
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|
2025
Q1 | $8.45M | Sell |
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|
2024
Q4 | $9.07M | Buy |
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|
2024
Q3 | $9.03M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.89M | Sell |
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|
2023
Q4 | $7.34M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $7.5M | Sell |
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|
2023
Q1 | $7.46M | Sell |
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|
2022
Q4 | $9.25M | Sell |
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|
2022
Q3 | $8.3M | Sell |
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|
2022
Q2 | $9.79M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $9.85M | Sell |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $10.2M | Buy |
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|
2020
Q4 | $7.11M | Buy |
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|
2020
Q3 | $6.1M | Sell |
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|
2020
Q2 | $7.8M | Sell |
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|
2020
Q1 | $7.5K | Sell |
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|
2019
Q4 | $10.4M | Buy |
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|
2019
Q3 | $9.26M | Buy |
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|
2019
Q2 | $8.79M | Sell |
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|
2019
Q1 | $8.72M | Buy |
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|
2018
Q4 | $6.21M | Sell |
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|
2018
Q3 | $7.5M | Buy |
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|
2018
Q2 | $6.51M | Buy |
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|
2018
Q1 | $6.05M | Sell |
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|
2017
Q4 | $7.06M | Sell |
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|
2017
Q3 | $6.76M | Buy |
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|
2017
Q2 | $6.54M | Sell |
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|
2017
Q1 | $6.5M | Buy |
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|
2016
Q4 | $5.77M | Buy |
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|
2016
Q3 | $5.36M | Sell |
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|
2016
Q2 | $5.5M | Sell |
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|
2016
Q1 | $5.32M | Buy |
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|
2015
Q4 | $4.55M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.88M | Buy |
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|
2015
Q1 | $2.83M | Sell |
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|
2014
Q4 | $4.92M | Sell |
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|
2014
Q3 | $5.17M | Buy |
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|
2014
Q2 | $5.21M | Sell |
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|
2014
Q1 | $5.21M | Buy |
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|
2013
Q4 | $2.74M | Sell |
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|
2013
Q3 | $2.99M | Sell |
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|
2013
Q2 | $2.99M | Buy |
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