Sharkey, Howes & Javer’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 | $1.05M | Buy |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $994K | Buy |
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|
2024
Q1 | $903K | Hold |
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|
2023
Q4 | $834K | Hold |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.11M | Hold |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $988K | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $1.31M | Hold |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.24M | Hold |
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|
2019
Q4 | $1.71M | Hold |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $1.58M | Hold |
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|
2019
Q1 | $1.53M | Hold |
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|
2018
Q4 | $1.38M | Hold |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $2M | Sell |
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|
2018
Q1 | $2.12M | Sell |
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|
2017
Q4 | $2.47M | Sell |
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|
2017
Q3 | $2.5M | Sell |
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|
2017
Q2 | $2.54M | Sell |
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|
2017
Q1 | $4.4M | Sell |
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|
2016
Q4 | $4.32M | Buy |
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|
2016
Q3 | $708K | Hold |
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|
2016
Q2 | $691K | Buy |
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|
2016
Q1 | $629K | Hold |
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|
2015
Q4 | $623K | Sell |
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|
2015
Q3 | $680K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $781K | Buy |
|