Partners in Financial Planning’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 | $806K | Buy |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $768K | Hold |
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|
2024
Q3 | $787K | Hold |
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|
2024
Q2 | $724K | Hold |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $686K | Hold |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $655K | Hold |
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|
2023
Q1 | $632K | Hold |
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|
2022
Q4 | $629K | Hold |
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|
2022
Q3 | $642K | Buy |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $424K | Hold |
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|
2021
Q2 | $430K | Buy |
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