Plante Moran Financial 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
Q2 | $876K | Sell |
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|
2025
Q1 | $968K | Buy |
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|
2024
Q4 | $938K | Sell |
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|
2024
Q3 | $981K | Buy |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $764K | Buy |
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|
2023
Q2 | $757K | Buy |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $950K | Hold |
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|
2022
Q3 | $852K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $733K | Hold |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $665K | Hold |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $581K | Sell |
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|
2020
Q1 | $531K | Sell |
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|
2019
Q4 | $751K | Buy |
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|
2019
Q3 | $693K | Buy |
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|
2019
Q2 | $609K | Buy |
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|
2019
Q1 | $478K | Sell |
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|
2018
Q4 | $434K | Sell |
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|
2018
Q3 | $498K | Buy |
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|
2018
Q2 | $448K | Sell |
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|
2018
Q1 | $738K | Buy |
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|
2017
Q4 | $357K | Sell |
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|
2017
Q3 | $342K | Hold |
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|
2017
Q2 | $336K | Hold |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q4 | $304K | Sell |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | $237K | Sell |
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|
2016
Q1 | $227K | Sell |
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|
2015
Q4 | $373K | Sell |
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|
2015
Q3 | $412K | Hold |
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|
2015
Q2 | $455K | Hold |
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|
2015
Q1 | $455K | Hold |
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|
2014
Q4 | $461K | Sell |
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|
2014
Q3 | $461K | Buy |
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|
2014
Q2 | $48K | Buy |
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|
2014
Q1 | $24K | Hold |
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|
2013
Q4 | $23K | Sell |
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|
2013
Q3 | $34K | Hold |
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|
2013
Q2 | $33K | Buy |
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