Regimen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Sell |
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|
2025
Q1 | $846K | Sell |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $859K | Sell |
|
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|
2024
Q2 | $791K | Sell |
|
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|
2024
Q1 | $935K | Buy |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.22M | Buy |
|