Richard W. Paul & Associates’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 | $24.5K | Buy |
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|
2025
Q1 | $23K | Sell |
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|
2024
Q4 | $46.8K | Sell |
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|
2024
Q3 | $53K | Sell |
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|
2024
Q2 | $50.2K | Sell |
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|
2024
Q1 | $66.8K | Sell |
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|
2023
Q4 | $91.3K | Sell |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $111K | Buy |
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