Pettyjohn Wood & White’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 | $458K | Hold |
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|
2025
Q1 | $444K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $390K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $327K | Buy |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $251K | Hold |
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|
2019
Q1 | $244K | Hold |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $240K | Hold |
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|
2018
Q1 | $237K | Hold |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $238K | Hold |
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|
2017
Q2 | $234K | Buy |
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|
2017
Q1 | $225K | Hold |
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|
2016
Q4 | $219K | Hold |
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|
2016
Q3 | $206K | Hold |
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|
2016
Q2 | $202K | Buy |
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