RE Dickinson Investment 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
         Q4  | $109M | Buy | 
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        2024
         Q3  | $10.9M | Buy | 
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| 
        
          
      
        2024
         Q2  | $9.83M | Buy | 
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| 
        
          
      
        2024
         Q1  | $9.85M | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $7.3M | Buy | 
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| 
        
          
      
        2023
         Q3  | $6.42M | Sell | 
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| 
        
          
      
        2023
         Q2  | $6.67M | Buy | 
         | 
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| 
        
          
      
        2023
         Q1  | $6.25M | Buy | 
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| 
        
          
      
        2022
         Q4  | $4.13M | Sell | 
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| 
        
          
      
        2022
         Q3  | $4.22M | Buy | 
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| 
        
          
      
        2022
         Q2  | $4.46K | Buy | 
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| 
        
          
      
        2022
         Q1  | $4.95M | Buy | 
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| 
        
          
      
        2021
         Q4  | $3.35M | Buy | 
         |