Sand Hill Global 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 | $547K | Buy |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $501K | Sell |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q3 | $456K | Hold |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $515K | Buy |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $480K | Buy |
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|
2019
Q1 | $457K | Sell |
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|
2018
Q4 | $40.2M | Sell |
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|
2018
Q3 | $55M | Sell |
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|
2018
Q2 | $53.1M | Buy |
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|
2018
Q1 | $7.55M | Sell |
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|
2017
Q4 | $80.2M | Sell |
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|
2017
Q3 | $77.3M | Buy |
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|
2017
Q2 | $74.2M | Buy |
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|
2017
Q1 | $72.7M | Buy |
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