Patriot Investment Management 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
Q3
$233K Sell
2025
Q2
$228K Hold
2025
Q1
$221K Hold
2024
Q4
$217K Hold
2024
Q3
$223K Hold
2024
Q2
$205K Hold
2024
Q1
$210K Buy
2023
Q1
Sell
2022
Q4
$123K Buy
2020
Q3
Sell
2020
Q2
$87.1K Buy