Perfromance Wealth Partners’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 | $610K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $558K | Buy |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $237K | Buy |
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