Sax Wealth 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
Q3 | $1.94M | Buy |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.26M | Hold |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $821K | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $800K | Hold |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $962K | Buy |
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|
2020
Q4 | $762K | Buy |
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