Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518 | Hold |
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|
2025
Q2 | $494 | Sell |
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|
2025
Q1 | $177K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $104K | Sell |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $176K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.52M | Buy |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.81M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $782K | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $10K | Buy |
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