Sittner & Nelson’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
$54.2K Sell
2025
Q2
$67.2K Hold
2025
Q1
$65.1K Hold
2024
Q4
$64.1K Hold
2024
Q3
$65.7K Hold
2024
Q2
$60.4K Hold
2024
Q1
$62K Hold
2023
Q4
$57.2K Hold
2023
Q3
$52.5K Hold
2023
Q2
$54.6K Hold
2023
Q1
$52.7K Hold
2022
Q4
$52.5K Hold
2022
Q3
$47K Hold
2022
Q2
$50K Hold
2022
Q1
$57K Hold
2021
Q4
$58K Hold
2021
Q3
$54K Hold
2021
Q2
$55K Buy
2021
Q1
$29K Hold
2020
Q4
$26K Buy