Smith Salley Wealth Management’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 | $309K | Buy |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $247K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $265K | Sell |
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|
2017
Q4 | $286K | Buy |
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