Pin Oak 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 | $204K | Hold |
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|
2025
Q2 | $188K | Sell |
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|
2025
Q1 | $187K | Hold |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $164K | Hold |
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|
2022
Q4 | $164K | Hold |
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|
2022
Q3 | $147K | Hold |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $166K | Hold |
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|
2021
Q3 | $155K | Hold |
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|
2021
Q2 | $157K | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $94K | Hold |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $68K | Sell |
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|
2019
Q4 | $105K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $97K | Sell |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $195K | Sell |
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|
2018
Q3 | $320K | Hold |
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|
2018
Q2 | $306K | Buy |
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|
2018
Q1 | $212K | Buy |
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|
2017
Q4 | $112K | Buy |
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