Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223M | Buy |
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|
2024
Q2 | $196M | Buy |
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|
2024
Q1 | $153M | Buy |
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|
2023
Q4 | $141M | Buy |
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|
2023
Q3 | $122M | Sell |
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|
2023
Q2 | $127M | Sell |
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|
2023
Q1 | $130M | Sell |
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|
2022
Q4 | $141M | Buy |
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|
2022
Q3 | $122M | Buy |
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|
2022
Q2 | $130M | Buy |
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|
2022
Q1 | $144M | Buy |
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|
2021
Q4 | $145M | Buy |
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|
2021
Q3 | $130M | Sell |
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|
2021
Q2 | $140M | Buy |
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|
2021
Q1 | $129M | Buy |
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|
2020
Q4 | $111M | Buy |
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|
2020
Q3 | $92.4M | Buy |
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|
2020
Q2 | $81.7M | Buy |
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|
2020
Q1 | $71.7M | Sell |
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|
2019
Q4 | $132M | Buy |
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|
2019
Q3 | $120M | Buy |
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|
2019
Q2 | $114M | Buy |
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|
2019
Q1 | $108M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $106M | Buy |
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|
2018
Q2 | $82.3M | Buy |
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|
2018
Q1 | $77.2M | Buy |
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|
2017
Q4 | $79.8M | Buy |
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|
2017
Q3 | $70.4M | Buy |
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|
2017
Q2 | $68.6M | Buy |
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|
2017
Q1 | $64.7M | Sell |
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|
2016
Q4 | $64.5M | Buy |
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|
2016
Q3 | $50.8M | Sell |
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|
2016
Q2 | $59M | Buy |
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|
2016
Q1 | $54.2M | Buy |
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|
2015
Q4 | $48.3M | Buy |
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|
2015
Q3 | $42.1M | Buy |
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|
2015
Q2 | $5.79M | Buy |
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|
2015
Q1 | $3.86M | Buy |
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|
2014
Q4 | $3.7M | Buy |
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|
2014
Q3 | $3.07M | Sell |
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|
2014
Q2 | $3.51M | Buy |
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|
2014
Q1 | $2.93M | Buy |
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|
2013
Q4 | $2.29M | Sell |
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|
2013
Q3 | $4.83M | Buy |
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