Schaper Benz & Wise Investment Counsel’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 | $2.85M | Hold |
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|
2025
Q2 | $2.71M | Hold |
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|
2025
Q1 | $2.63M | Hold |
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|
2024
Q4 | $2.59M | Hold |
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|
2024
Q3 | $2.65M | Hold |
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|
2024
Q2 | $2.44M | Hold |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.35M | Hold |
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|
2023
Q3 | $2.16M | Hold |
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|
2023
Q2 | $2.24M | Hold |
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|
2023
Q1 | $2.17M | Hold |
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|
2022
Q4 | $2.16M | Hold |
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|
2022
Q3 | $1.93M | Hold |
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|
2022
Q2 | $2.06M | Hold |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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