Ridgecrest Wealth Partners’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 | $301K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $245K | Buy |
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