Relative Value Partners Group’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
$584K Sell
2024
Q1
$22M Sell
2023
Q4
$22.1M Sell
2023
Q3
$21.7M Sell
2023
Q2
$24.7M Buy
2023
Q1
$21.1M Buy
2022
Q4
$17.4M Buy
2022
Q3
$12.9M Buy
2022
Q2
$11.2M Buy
2022
Q1
$9.04M Buy
2021
Q4
$8.37M Buy
2021
Q3
$7.06M Buy
2021
Q2
$6.58M Buy
2021
Q1
$5.12M Buy
2020
Q4
$2.21M Buy
2020
Q3
$1.55M Buy
2020
Q2
$1.45M Buy
2020
Q1
$1.06M Buy
2019
Q4
$707K Buy
2019
Q3
$275K Buy