Retirement Income Solutions’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 | $6.92M | Buy |
32,403
+440
| +1% | +$96.4K | 1.18% | 15 |
|
|
2025
Q4 | $6.72M | Sell |
31,963
-1,613
| -5% | -$333K | 1.14% | 15 |
|
|
2025
Q3 | $6.84M | Sell |
33,576
-213
| -0.6% | -$42.4K | 1.17% | 15 |
|
|
2025
Q2 | $6.56M | Sell |
33,789
-2,131
| -6% | -$395K | 1.2% | 15 |
|
|
2025
Q1 | $6.76M | Buy |
35,920
+87
| +0.2% | +$16.6K | 1.41% | 11 |
|
|
2024
Q4 | $6.63M | Sell |
35,833
-1,555
| -4% | -$298K | 1.34% | 11 |
|
|
2024
Q3 | $7.1M | Sell |
37,388
-456
| -1% | -$83.1K | 1.62% | 9 |
|
|
2024
Q2 | $6.6M | Sell |
37,844
-22,663
| -37% | -$3.96M | 1.6% | 9 |
|
|
2024
Q1 | $10.8M | Sell |
60,507
-2,628
| -4% | -$445K | 2.46% | 8 |
|
|
2023
Q4 | $10.4M | Sell |
63,135
-3,856
| -6% | -$595K | 2.59% | 8 |
|
|
2023
Q3 | $10.2M | Sell |
66,991
-666
| -1% | -$106K | 2.85% | 8 |
|
|
2023
Q2 | $10.7M | Sell |
67,657
-1,113
| -2% | -$170K | 2.86% | 8 |
|
|
2023
Q1 | $10.5M | Sell |
68,770
-10,070
| -13% | -$1.56M | 3.05% | 6 |
|
|
2022
Q4 | $12M | Buy |
78,840
+1,025
| +1% | +$153K | 3.8% | 6 |
|
|
2022
Q3 | $10.7M | Sell |
77,815
-3,482
| -4% | -$523K | 3.84% | 6 |
|
|
2022
Q2 | $11.8M | Sell |
81,297
-31,779
| -28% | -$4.97M | 4.2% | 6 |
|
|
2022
Q1 | $18.8M | Buy |
113,076
+8,952
| +9% | +$1.47M | 5.19% | 4 |
|
|
2021
Q4 | $17.5M | Sell |
104,124
-66,102
| -39% | -$10.8M | 4.67% | 6 |
|
|
2021
Q3 | $26.6M | Buy |
170,226
+12,703
| +8% | +$2.04M | 8.92% | 3 |
|
|
2021
Q2 | $25M | Buy |
157,523
+103,471
| +191% | +$16.4M | 8.55% | 3 |
|
|
2021
Q1 | $8.19M | Buy |
54,052
+5,099
| +10% | +$738K | 2.82% | 6 |
|
|
2020
Q4 | $6.69M | Buy |
48,953
+2,732
| +6% | +$350K | 2.43% | 10 |
|
|
2020
Q3 | $5.46M | Buy |
46,221
+3,349
| +8% | +$397K | 2.42% | 9 |
|
|
2020
Q2 | $4.83M | Sell |
42,872
-8,327
| -16% | -$916K | 2.04% | 11 |
|
|
2020
Q1 | $5.08M | Sell |
51,199
-3,076
| -6% | -$383K | 2.85% | 7 |
|
|
2019
Q4 | $7.41M | Buy |
54,275
+1,395
| +3% | +$184K | 3.08% | 7 |
|
|
2019
Q3 | $6.78M | Sell |
52,880
-1,090
| -2% | -$139K | 3.62% | 7 |
|
|
2019
Q2 | $6.87M | Sell |
53,970
-10,737
| -17% | -$1.34M | 3.66% | 7 |
|
|
2019
Q1 | $7.99M | Sell |
64,707
-1,602
| -2% | -$193K | 4.58% | 7 |
|
|
2018
Q4 | $7.36M | Buy |
66,309
+6,650
| +11% | +$797K | 4.77% | 7 |
|
|
2018
Q3 | $7.55M | Sell |
59,659
-222
| -0.4% | -$27.9K | 4.23% | 7 |
|
|
2018
Q2 | $7.27M | Buy |
59,881
+5,151
| +9% | +$626K | 4.43% | 7 |
|
|
2018
Q1 | $6.57M | Sell |
54,730
-395
| -0.7% | -$49.3K | 4.01% | 6 |
|
|
2017
Q4 | $6.85M | Buy |
+55,125
| New | +$6.68M | 4.02% | 6 |
|
Other funds holding IWD
