Simon Quick Advisors’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 | $38.8M | Sell |
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|
2025
Q2 | $38M | Buy |
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|
2025
Q1 | $35.7M | Sell |
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|
2024
Q4 | $35.2M | Sell |
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|
2024
Q3 | $36.2M | Sell |
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|
2024
Q2 | $34.1M | Sell |
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|
2024
Q1 | $36M | Sell |
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|
2023
Q4 | $33.3M | Sell |
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|
2023
Q3 | $33.2M | Sell |
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|
2023
Q2 | $36.1M | Buy |
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|
2023
Q1 | $34.1M | Sell |
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|
2022
Q4 | $35.4M | Buy |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $4.03M | Buy |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $7.87M | Buy |
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|
2021
Q2 | $7.96M | Buy |
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|
2021
Q1 | $6.44M | Sell |
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|
2020
Q4 | $5.85M | Sell |
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|
2020
Q3 | $5.27M | Sell |
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|
2020
Q2 | $10.3M | Sell |
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|
2020
Q1 | $10.9M | Sell |
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|
2019
Q4 | $23.9M | Sell |
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|
2019
Q3 | $25.2M | Buy |
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|
2019
Q2 | $23.6M | Sell |
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|
2019
Q1 | $34.1M | Buy |
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|
2018
Q4 | $25M | Buy |
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|
2018
Q3 | $26.1M | Sell |
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|
2018
Q2 | $25.7M | Buy |
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|
2018
Q1 | $25.1M | Buy |
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|
2017
Q4 | $20.4M | Sell |
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|
2017
Q3 | $21.7M | Buy |
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|
2017
Q2 | $7.74M | Buy |
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|
2017
Q1 | $3.58M | Buy |
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|
2016
Q4 | $1.75M | Buy |
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