Red Lighthouse Investment Management’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
$254K Sell
2025
Q1
$1.66M Buy
2024
Q4
$242K Hold
2024
Q3
$248K Hold
2024
Q2
$228K Sell
2024
Q1
$1.66M Hold
2023
Q4
$1.53M Hold
2023
Q3
$1.41M Sell
2023
Q2
$1.65M Hold
2023
Q1
$1.6M Hold
2022
Q4
$1.59M Buy