Saxon Interests’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 | $4.76M | Hold |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $3.47M | Buy |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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