Rainey & Randall Wealth 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 | $338K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $292K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $203K | Buy |
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