Sigma Investment Counselors’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 | $1.21M | Sell |
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|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.11M | Hold |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $997K | Hold |
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|
2023
Q3 | $916K | Sell |
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|
2023
Q2 | $968K | Sell |
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|
2023
Q1 | $941K | Sell |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $930K | Hold |
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|
2022
Q2 | $991K | Sell |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $986K | Buy |
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|
2020
Q3 | $703K | Sell |
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|
2020
Q2 | $860K | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $1.12M | Hold |
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|
2019
Q3 | $1.05M | Hold |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $971K | Buy |
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|
2018
Q4 | $845K | Buy |
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|
2018
Q3 | $954K | Hold |
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|
2018
Q2 | $915K | Sell |
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|
2018
Q1 | $945K | Hold |
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|
2017
Q4 | $979K | Buy |
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|
2017
Q3 | $907K | Hold |
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|
2017
Q2 | $891K | Hold |
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|
2017
Q1 | $879K | Hold |
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|
2016
Q4 | $857K | Buy |
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|
2016
Q3 | $781K | Buy |
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|
2016
Q2 | $728K | Buy |
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|
2016
Q1 | $660K | Hold |
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|
2015
Q4 | $654K | Hold |
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|
2015
Q3 | $623K | Hold |
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|
2015
Q2 | $689K | Hold |
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|
2015
Q1 | $689K | Buy |
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|
2014
Q4 | $674K | Hold |
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|
2014
Q3 | $647K | Hold |
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|
2014
Q2 | $654K | Hold |
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|
2014
Q1 | $623K | Sell |
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|
2013
Q4 | $612K | Sell |
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|
2013
Q3 | $586K | Hold |
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|
2013
Q2 | $570K | Buy |
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