Sage Mountain 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
Q2 | $1.45M | Buy |
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|
2025
Q1 | $900K | Buy |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $381K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $154K | Sell |
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|
2022
Q1 | $191K | Buy |
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|
2021
Q4 | $179K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $108K | Buy |
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