SC&H Financial 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 | $512K | Buy |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $441K | Buy |
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