PBMares 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
Q2 | $462K | Hold |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $301K | Buy |
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