Sovereign Financial Group’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 | $534K | Hold |
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|
2025
Q2 | $509K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $540K | Hold |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $501K | Buy |
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