Parisi Gray 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 | $1.13M | Sell |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $993K | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $924K | Buy |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $706K | Buy |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $732K | Sell |
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|
2021
Q3 | $695K | Hold |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $531K | Buy |
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|
2019
Q3 | $499K | Buy |
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $322K | Hold |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $463K | Hold |
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|
2018
Q2 | $446K | Sell |
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|
2018
Q1 | $497K | Buy |
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|
2017
Q4 | $349K | Buy |
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