Schnieders Capital Management’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 | $753K | Buy |
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|
2025
Q1 | $524K | Sell |
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|
2024
Q4 | $549K | Hold |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $518K | Hold |
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|
2024
Q1 | $532K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $594K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $721K | Hold |
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|
2021
Q3 | $672K | Hold |
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|
2021
Q2 | $681K | Buy |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $384K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $536K | Buy |
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|
2019
Q3 | $412K | Hold |
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|
2019
Q2 | $409K | Buy |
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