Regis Management Company’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
Q2 | $992K | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $939K | Hold |
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|
2023
Q3 | $863K | Hold |
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|
2023
Q2 | $897K | Hold |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $372K | Hold |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $407K | Hold |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $372K | Buy |
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