Royal Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $280K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $195K | Hold |
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|
2019
Q3 | $183K | Sell |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $363K | Sell |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $531K | Buy |
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|
2017
Q1 | $411K | Buy |
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|
2016
Q4 | $301K | Buy |
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