Pinnacle Wealth Planning Services’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 | $5.1M | Buy |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $4.83M | Buy |
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|
2024
Q3 | $4.61M | Sell |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.69M | Sell |
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|
2022
Q4 | $5.21M | Sell |
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|
2022
Q3 | $10.5M | Hold |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $7.89M | Buy |
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|
2021
Q4 | $5.49M | Sell |
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|
2021
Q3 | $5.27M | Buy |
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|
2021
Q2 | $5M | Buy |
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|
2021
Q1 | $4.74M | Sell |
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|
2020
Q4 | $4.37M | Sell |
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|
2020
Q3 | $3.89M | Sell |
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|
2020
Q2 | $3.85M | Buy |
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|
2020
Q1 | $3.27M | Buy |
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|
2019
Q4 | $2.48M | Sell |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $2.41M | Sell |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $2.08M | Buy |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $2.06M | Buy |
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