Pasadena Private Wealth’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 | $443K | Hold |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $360K | Hold |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $431K | Buy |
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|
2021
Q4 | $360K | Buy |
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