Rice Partnership’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
Q2 | $405K | Buy |
|
|||||
|
2025
Q1 | $331K | Sell |
|
|||||
|
2024
Q4 | $392K | Hold |
|
|||||
|
2024
Q3 | $402K | Hold |
|
|||||
|
2024
Q2 | $370K | Buy |
|
|||||
|
2024
Q1 | $317K | Hold |
|
|||||
|
2023
Q4 | $293K | Hold |
|
|||||
|
2023
Q3 | $269K | Hold |
|
|||||
|
2023
Q2 | $280K | Hold |
|
|||||
|
2023
Q1 | $270K | Hold |
|
|||||
|
2022
Q4 | $269K | Hold |
|
|||||
|
2022
Q3 | $241K | Hold |
|
|||||
|
2022
Q2 | $257K | Hold |
|
|||||
|
2022
Q1 | $294K | Hold |
|
|||||
|
2021
Q4 | $297K | Hold |
|
|||||
|
2021
Q3 | $277K | Hold |
|
|||||
|
2021
Q2 | $281K | Hold |
|
|||||
|
2021
Q1 | $268K | Hold |
|
|||||
|
2020
Q4 | $242K | Hold |
|
|||||
|
2020
Q3 | $209K | Sell |
|
|||||
|
2020
Q2 | $217K | Hold |
|
|||||
|
2020
Q1 | $191K | Sell |
|
|||||
|
2019
Q4 | $440K | Hold |
|
|||||
|
2019
Q3 | $413K | Sell |
|
|||||
|
2019
Q2 | $556K | Sell |
|
|||||
|
2019
Q1 | $671K | Sell |
|
|||||
|
2018
Q4 | $2.11M | Buy |
|
|||||
|
2018
Q3 | $2.39M | Buy |
|
|||||
|
2018
Q2 | $2.12M | Buy |
|
|||||
|
2018
Q1 | $1.92M | Buy |
|
|||||
|
2017
Q4 | $1.78M | Buy |
|