SeaCrest Wealth 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 | $731K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $697K | Buy |
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|
2024
Q3 | $704K | Sell |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2019
Q1 | $195K | Sell |
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|
2018
Q4 | $183K | Buy |
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|
2018
Q3 | $198K | Buy |
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|
2018
Q2 | $183K | Hold |
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|
2018
Q1 | $180K | Sell |
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|
2017
Q4 | $199K | Buy |
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