Pacific Financial Group’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 | $955K | Sell |
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|
2025
Q1 | $930K | Sell |
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|
2024
Q4 | $986K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $993K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $948K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $948K | Buy |
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|
2022
Q4 | $942K | Sell |
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|
2022
Q3 | $859K | Sell |
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|
2022
Q2 | $970K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $807K | Buy |
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|
2020
Q3 | $688K | Sell |
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|
2020
Q2 | $823K | Hold |
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|
2020
Q1 | $823K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $984K | Hold |
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|
2019
Q1 | $984K | Buy |
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|
2018
Q4 | $868K | Buy |
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|
2016
Q2 | $353K | Buy |
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|
2015
Q4 | $335K | Hold |
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|
2015
Q3 | $319K | Hold |
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|
2015
Q2 | $353K | Hold |
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|
2015
Q1 | $353K | Hold |
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|
2014
Q4 | $357K | Hold |
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|
2014
Q3 | $343K | Hold |
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|
2014
Q2 | $347K | Hold |
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|
2014
Q1 | $330K | Hold |
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|
2013
Q4 | $322K | Hold |
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|
2013
Q3 | $294K | Sell |
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|
2013
Q2 | $288K | Buy |
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