Pinnacle Associates’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 | $1.91M | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.41M | Hold |
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|
2021
Q3 | $1.31M | Hold |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $782K | Sell |
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|
2020
Q2 | $784K | Buy |
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|
2020
Q1 | $454K | Buy |
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|
2019
Q4 | $523K | Buy |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $407K | Sell |
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|
2019
Q1 | $448K | Sell |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $444K | Sell |
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|
2018
Q2 | $427K | Sell |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $353K | Hold |
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|
2017
Q2 | $346K | Buy |
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|
2017
Q1 | $293K | Buy |
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|
2016
Q4 | $272K | Sell |
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|
2016
Q3 | $308K | Hold |
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|
2016
Q2 | $301K | Buy |
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|
2016
Q1 | $220K | Sell |
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|
2015
Q4 | $319K | Sell |
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|
2015
Q3 | $602K | Hold |
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|
2015
Q2 | $666K | Buy |
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|
2015
Q1 | $652K | Sell |
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|
2014
Q4 | $671K | Hold |
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|
2014
Q3 | $643K | Hold |
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|
2014
Q2 | $651K | Buy |
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|
2014
Q1 | $596K | Sell |
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|
2013
Q4 | $588K | Buy |
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|
2013
Q3 | $337K | Sell |
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|
2013
Q2 | $357K | Buy |
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