Operose Advisors’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 | $500K | Buy |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $454K | Hold |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $66K | Buy |
|