Secure Asset 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
Q3 | $2.4M | Buy |
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|
2025
Q2 | $740K | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $703K | Buy |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $423K | Hold |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $475K | Buy |
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