SIA
Schechter Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.21M | Buy |
6,430
+136
| +2% | +$25.6K | 0.1% | 200 |
|
|
2024
Q4 | $1.17M | Buy |
6,294
+172
| +3% | +$31.8K | 0.09% | 216 |
|
|
2024
Q3 | $1.16M | Sell |
6,122
-295
| -5% | -$56K | 0.09% | 222 |
|
|
2024
Q2 | $1.12M | Buy |
6,417
+295
| +5% | +$51.5K | 0.08% | 216 |
|
|
2024
Q1 | $1.1M | Buy |
6,122
+2,879
| +89% | +$516K | 0.08% | 225 |
|
|
2023
Q4 | $536K | Sell |
3,243
-1,727
| -35% | -$285K | 0.05% | 340 |
|
|
2023
Q3 | $755K | Buy |
4,970
+1,622
| +48% | +$246K | 0.07% | 269 |
|
|
2023
Q2 | $528K | Sell |
3,348
-3,122
| -48% | -$493K | 0.05% | 378 |
|
|
2023
Q1 | $985K | Sell |
6,470
-2,177
| -25% | -$331K | 0.09% | 260 |
|
|
2022
Q4 | $1.31M | Buy |
8,647
+936
| +12% | +$142K | 0.12% | 213 |
|
|
2022
Q3 | $1.05M | Buy |
7,711
+4,363
| +130% | +$594K | 0.1% | 264 |
|
|
2022
Q2 | $485K | Hold |
3,348
| – | – | 0.05% | 539 |
|
|
2022
Q1 | $556K | Hold |
3,348
| – | – | 0.05% | 497 |
|
|
2021
Q4 | $562K | Buy |
+3,348
| New | +$562K | 0.05% | 473 |
|