Pinnacle Wealth Management Advisory Group’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 | $306K | Sell |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $749K | Buy |
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|
2024
Q4 | $736K | Hold |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $717K | Buy |
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|
2024
Q1 | $640K | Hold |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $637K | Hold |
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|
2022
Q3 | $571K | Sell |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $798K | Hold |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $754K | Hold |
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|
2021
Q1 | $720K | Buy |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $436K | Buy |
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