Retirement Planning Group (Kansas)’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 | $534K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $275K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $252K | Sell |
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|
2018
Q4 | $259K | Buy |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $283K | Hold |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $276K | Buy |
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|
2017
Q1 | $261K | Buy |
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|
2016
Q4 | $211K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $224K | Buy |
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|
2016
Q1 | $206K | Sell |
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|
2015
Q4 | $226K | Buy |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $238K | Sell |
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|
2015
Q1 | $339K | Buy |
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