Resonant Capital 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 | $929K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $545K | Hold |
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|
2021
Q3 | $508K | Hold |
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|
2021
Q2 | $515K | Hold |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $388K | Sell |
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|
2020
Q1 | $593K | Sell |
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|
2019
Q4 | $919K | Buy |
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