Sicart Associates’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 | $268K | Hold |
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|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $436K | Hold |
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|
2021
Q3 | $407K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $394K | Sell |
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|
2020
Q4 | $362K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $281K | Buy |
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