Schoolcraft Capital’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 | $355K | Hold |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $445K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $374K | Buy |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $345K | Hold |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $284K | Hold |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $268K | Buy |
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