Perennial Investment Advisors’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 | $1.31M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $652K | Hold |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $849K | Buy |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $444K | Buy |
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