Procyon 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
Q3 | $3.2M | Sell |
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|
2025
Q2 | $3.05M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.54M | Sell |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.22M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $4.1M | Sell |
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|
2021
Q3 | $3.83M | Sell |
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|
2021
Q2 | $4.77M | Buy |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $793K | Buy |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $437K | Sell |
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|
2019
Q4 | $639K | Buy |
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