Rise Advisors’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 | $10.2K | Sell |
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|
2025
Q2 | $19.3K | Sell |
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|
2025
Q1 | $46.6K | Buy |
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|
2024
Q4 | $45.6K | Buy |
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|
2024
Q3 | $46.5K | Buy |
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|
2024
Q2 | $42.5K | Buy |
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|
2024
Q1 | $43.5K | Buy |
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|
2023
Q4 | $3.94K | Buy |
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|
2023
Q3 | $36.3K | Hold |
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|
2023
Q2 | $37.7K | Buy |
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|
2023
Q1 | $36.2K | Buy |
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|
2022
Q4 | $35.9K | Buy |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q4 | $57.7K | Buy |
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