Selective 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
Q3 | $271K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $210K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $95K | Sell |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $149K | Hold |
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|
2021
Q4 | $151K | Hold |
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|
2021
Q3 | $141K | Buy |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $79K | Hold |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $96K | Hold |
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|
2019
Q3 | $90K | Buy |
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