Salem Investment Counselors’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 | $448K | Sell |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $307K | Sell |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $284K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $296K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $86K | Hold |
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|
2019
Q2 | $86K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $539 | Buy |
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