Regal 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
Q2 | $713K | Buy |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $582K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Buy |
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|
2018
Q2 | $204K | Sell |
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|
2018
Q1 | $320K | Buy |
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|
2017
Q4 | $246K | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $249K | Buy |
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|
2017
Q1 | $243K | Sell |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $283K | Buy |
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|
2016
Q2 | $262K | Sell |
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|
2016
Q1 | $282K | Sell |
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|
2015
Q4 | $306K | Buy |
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|
2015
Q3 | $288K | Sell |
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|
2015
Q2 | $559K | Sell |
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|
2015
Q1 | $585K | Buy |
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|
2014
Q4 | $540K | Sell |
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|
2014
Q3 | $583K | Buy |
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|
2014
Q2 | $451K | Sell |
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|
2014
Q1 | $545K | Buy |
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|
2013
Q4 | $443K | Buy |
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|
2013
Q3 | $316K | Buy |
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|
2013
Q2 | $275K | Buy |
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