Relyea Zuckerberg Hanson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.1M | Sell |
206,484
-1,375
| -0.7% | -$301K | 4.44% | 5 |
|
|
2025
Q4 | $43.7M | Sell |
207,859
-77
| -0% | -$15.9K | 4.42% | 4 |
|
|
2025
Q3 | $42.3M | Sell |
207,936
-7,805
| -4% | -$1.55M | 4.45% | 4 |
|
|
2025
Q2 | $41.9M | Sell |
215,741
-724
| -0.3% | -$134K | 4.91% | 4 |
|
|
2025
Q1 | $40.7M | Sell |
216,465
-5,831
| -3% | -$1.11M | 5.49% | 4 |
|
|
2024
Q4 | $41.2M | Buy |
222,296
+1,523
| +0.7% | +$292K | 5.53% | 4 |
|
|
2024
Q3 | $41.9M | Sell |
220,773
-787
| -0.4% | -$143K | 6.38% | 4 |
|
|
2024
Q2 | $38.7M | Buy |
221,560
+4,014
| +2% | +$702K | 6.48% | 4 |
|
|
2024
Q1 | $39M | Buy |
217,546
+3,895
| +2% | +$659K | 6.83% | 3 |
|
|
2023
Q4 | $35.3M | Sell |
213,651
-6,979
| -3% | -$1.08M | 6.89% | 3 |
|
|
2023
Q3 | $33.5M | Buy |
220,630
+6,481
| +3% | +$1.03M | 7.64% | 3 |
|
|
2023
Q2 | $33.8M | Buy |
214,149
+2,756
| +1% | +$421K | 7.59% | 3 |
|
|
2023
Q1 | $32.2M | Buy |
211,393
+2,171
| +1% | +$335K | 7.85% | 3 |
|
|
2022
Q4 | $31.7M | Buy |
209,222
+28,463
| +16% | +$4.26M | 9.06% | 3 |
|
|
2022
Q3 | $24.6M | Buy |
180,759
+95,815
| +113% | +$14.4M | 8.87% | 3 |
|
|
2022
Q2 | $12.3M | Buy |
84,944
+64,043
| +306% | +$10M | 4.59% | 4 |
|
|
2022
Q1 | $3.47M | Buy |
20,901
+3,181
| +18% | +$522K | 1.14% | 18 |
|
|
2021
Q4 | $2.87M | Buy |
17,720
+165
| +0.9% | +$27K | 1.04% | 18 |
|
|
2021
Q3 | $2.75M | Buy |
17,555
+160
| +0.9% | +$25.7K | 1.07% | 18 |
|
|
2021
Q2 | $2.76M | Buy |
17,395
+128
| +0.7% | +$20.3K | 1.13% | 19 |
|
|
2021
Q1 | $2.71M | Buy |
17,267
+359
| +2% | +$51.9K | 1.2% | 18 |
|
|
2020
Q4 | $2.31M | Buy |
16,908
+374
| +2% | +$48K | 1.24% | 19 |
|
|
2020
Q3 | $2.03M | Buy |
16,534
+956
| +6% | +$113K | 1.31% | 18 |
|
|
2020
Q2 | $1.75M | Sell |
15,578
-371
| -2% | -$40.8K | 1.4% | 19 |
|
|
2020
Q1 | $1.58M | Sell |
15,949
-6,524
| -29% | -$813K | 1.73% | 14 |
|
|
2019
Q4 | $3.07M | Buy |
+22,473
| New | +$2.96M | 2.94% | 10 |
|
Other funds holding IWD
