REDW Wealth’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 | – | Sell |
-1,226
| Closed | -$233K | – | 136 |
|
|
2024
Q3 | $233K | Buy |
1,226
+1
| +0.1% | +$182 | 0.06% | 151 |
|
|
2024
Q2 | $214K | Buy |
1,225
+1
| +0.1% | +$175 | 0.06% | 152 |
|
|
2024
Q1 | $219K | Buy |
1,224
+1
| +0.1% | +$169 | 0.06% | 153 |
|
|
2023
Q4 | $202K | Buy |
+1,223
| New | +$189K | 0.06% | 147 |
|
|
2023
Q2 | – | Sell |
-1,679
| Closed | -$256K | – | 147 |
|
|
2023
Q1 | $256K | Buy |
1,679
+40
| +2% | +$6.18K | 0.08% | 116 |
|
|
2022
Q4 | $249K | Sell |
1,639
-188
| -10% | -$28.1K | 0.09% | 114 |
|
|
2022
Q3 | $248K | Hold |
1,827
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $265K | Hold |
1,827
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $303K | Hold |
1,827
| – | – | 0.09% | 88 |
|
|
2021
Q4 | $307K | Hold |
1,827
| – | – | 0.09% | 84 |
|
|
2021
Q3 | $286K | Hold |
1,827
| – | – | 0.09% | 88 |
|
|
2021
Q2 | $290K | Hold |
1,827
| – | – | 0.09% | 86 |
|
|
2021
Q1 | $277K | Hold |
1,827
| – | – | 0.09% | 85 |
|
|
2020
Q4 | $250K | Buy |
+1,827
| New | +$234K | 0.09% | 80 |
|
|
2020
Q3 | – | Sell |
-3,526
| Closed | -$397K | – | 90 |
|
|
2020
Q2 | $397K | Hold |
3,526
| – | – | 0.2% | 50 |
|
|
2020
Q1 | $350K | Hold |
3,526
| – | – | 0.22% | 48 |
|
|
2019
Q4 | $481K | Sell |
3,526
-44
| -1% | -$5.8K | 0.27% | 40 |
|
|
2019
Q3 | $458K | Hold |
3,570
| – | – | 0.27% | 41 |
|
|
2019
Q2 | $454K | Hold |
3,570
| – | – | 0.27% | 43 |
|
|
2019
Q1 | $441K | Buy |
3,570
+252
| +8% | +$30.3K | 0.27% | 37 |
|
|
2018
Q4 | $368K | Sell |
3,318
-710
| -18% | -$85.1K | 0.25% | 40 |
|
|
2018
Q3 | $510K | Sell |
4,028
-301
| -7% | -$37.8K | 0.34% | 34 |
|
|
2018
Q2 | $525K | Hold |
4,329
| – | – | 0.38% | 31 |
|
|
2018
Q1 | $519K | Sell |
4,329
-281
| -6% | -$35K | 0.39% | 30 |
|
|
2017
Q4 | $573K | Sell |
4,610
-137
| -3% | -$16.6K | 0.44% | 25 |
|
|
2017
Q3 | $563K | Sell |
4,747
-1,149
| -19% | -$134K | 0.47% | 24 |
|
|
2017
Q2 | $686K | Hold |
5,896
| – | – | 0.67% | 19 |
|
|
2017
Q1 | $678K | Sell |
5,896
-336
| -5% | -$38.5K | 0.69% | 20 |
|
|
2016
Q4 | $698K | Buy |
+6,232
| New | +$674K | 0.79% | 20 |
|
Other funds holding IWD
REDW Wealth's IWD Position: Q4 2024 in Review
REDW Wealth sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 1,226 shares — an estimated $233K sold.
REDW Wealth first reported a position in IWD in Q4 2016 and held it in 29 quarters. The position peaked at $698K in Q4 2016. 1,735 funds tracked by Wall St. Rank hold IWD as of Q4 2024.
- REDW Wealth reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
- REDW Wealth sold 1,226 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $233K.
- REDW Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 29 quarters.
- REDW Wealth's iShares Russell 1000 Value ETF position peaked at $698K in Q4 2016.
- 1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.
Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.