Perigon 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
Q3 | $4.48M | Buy |
|
|||||
|
2025
Q2 | $4.24M | Buy |
|
|||||
|
2025
Q1 | $3.51M | Buy |
|
|||||
|
2024
Q4 | $3.17M | Buy |
|
|||||
|
2024
Q3 | $2.98M | Sell |
|
|||||
|
2024
Q2 | $2.81M | Sell |
|
|||||
|
2024
Q1 | $2.92M | Buy |
|
|||||
|
2023
Q4 | $2.64M | Buy |
|
|||||
|
2023
Q3 | $2.4M | Sell |
|
|||||
|
2023
Q2 | $2.7M | Buy |
|
|||||
|
2023
Q1 | $2.25M | Sell |
|
|||||
|
2022
Q4 | $2.34M | Buy |
|
|||||
|
2022
Q3 | $2.02M | Hold |
|
|||||
|
2022
Q2 | $2.15M | Sell |
|
|||||
|
2022
Q1 | $2.56M | Buy |
|
|||||
|
2021
Q4 | $2.33M | Buy |
|
|||||
|
2021
Q3 | $1.72M | Sell |
|
|||||
|
2021
Q2 | $1.78M | Buy |
|
|||||
|
2021
Q1 | $1.68M | Buy |
|
|||||
|
2020
Q4 | $1.49M | Hold |
|
|||||
|
2020
Q3 | $1.29M | Sell |
|
|||||
|
2020
Q2 | $1.3M | Buy |
|
|||||
|
2020
Q1 | $1.24M | Buy |
|
|||||
|
2019
Q4 | $507K | Buy |
|
|||||
|
2019
Q3 | $239K | Hold |
|
|||||
|
2019
Q2 | $238K | Sell |
|
|||||
|
2019
Q1 | $426K | Buy |
|
|||||
|
2018
Q4 | $333K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $5K | Hold |
|
|||||
|
2016
Q2 | $5K | Buy |
|