Petredis 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
Q3 | $462K | Hold |
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|
2025
Q2 | $441K | Hold |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $420K | Hold |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $406K | Hold |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $344K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $344K | Buy |
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