Rockwood Wealth Management’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 | $487K | Sell |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $249K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $289K | Buy |
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