Regent Peak Wealth 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 | $900K | Buy |
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|
2025
Q1 | $885K | Hold |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $949K | Hold |
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|
2024
Q2 | $872K | Hold |
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|
2024
Q1 | $895K | Sell |
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|
2023
Q4 | $864K | Sell |
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|
2023
Q3 | $802K | Sell |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $830K | Sell |
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|
2022
Q4 | $927K | Buy |
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|
2022
Q3 | $796K | Hold |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $781K | Hold |
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|
2021
Q4 | $790K | Sell |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $888K | Hold |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $481K | Hold |
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|
2020
Q1 | $423K | Hold |
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|
2019
Q4 | $582K | Buy |
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