Simplicity Wealth’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 | $3.81M | Sell |
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|
2025
Q2 | $6.43M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $3.31M | Sell |
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|
2024
Q2 | $17.5M | Sell |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $421K | Buy |
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