Plancorp LLC’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 | $332K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $535K | Buy |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $492K | Hold |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $504K | Sell |
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|
2019
Q3 | $493K | Hold |
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|
2019
Q2 | $489K | Hold |
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|
2019
Q1 | $475K | Buy |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $454K | Buy |
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