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 |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $290K | Hold |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $397K | Hold |
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|
2020
Q1 | $350K | Hold |
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|
2019
Q4 | $481K | Sell |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $454K | Hold |
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|
2019
Q1 | $441K | Buy |
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|
2018
Q4 | $368K | Sell |
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|
2018
Q3 | $510K | Sell |
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|
2018
Q2 | $525K | Hold |
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|
2018
Q1 | $519K | Sell |
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|
2017
Q4 | $573K | Sell |
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|
2017
Q3 | $563K | Sell |
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|
2017
Q2 | $686K | Hold |
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|
2017
Q1 | $678K | Sell |
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|
2016
Q4 | $698K | Buy |
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