Private Wealth Partners’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 | $293K | Hold |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $321K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $297K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $323K | Hold |
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|
2019
Q2 | $320K | Buy |
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