ShoreHaven Wealth Partners’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 | $374K | Hold |
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|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $9.58M | Buy |
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|
2021
Q2 | $9.46M | Sell |
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|
2021
Q1 | $9.36M | Buy |
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|
2020
Q4 | $8.41M | Buy |
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