Opes Wealth 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
Q3 | $3.32M | Sell |
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|
2025
Q2 | $3.57M | Buy |
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|
2025
Q1 | $3.07M | Hold |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $3.09M | Hold |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.93M | Hold |
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|
2023
Q4 | $2.71M | Sell |
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|
2023
Q3 | $2.93M | Buy |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $2.73M | Sell |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $3.47M | Sell |
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|
2021
Q4 | $3.56M | Sell |
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|
2021
Q3 | $3.65M | Sell |
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|
2021
Q2 | $3.72M | Sell |
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|
2021
Q1 | $4.35M | Buy |
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|
2020
Q4 | $3.29M | Sell |
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|
2020
Q3 | $3.48M | Sell |
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|
2020
Q2 | $3.39M | Buy |
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|
2020
Q1 | $2.52M | Sell |
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|
2019
Q4 | $3.63M | Sell |
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|
2019
Q3 | $3.44M | Sell |
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|
2019
Q2 | $3.42M | Sell |
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|
2019
Q1 | $3.34M | Buy |
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