Spire 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
$4.38M Buy
2025
Q2
$4.15M Sell
2025
Q1
$4.18M Buy
2024
Q4
$4.01M Sell
2024
Q3
$4.17M Sell
2024
Q2
$3.94M Sell
2024
Q1
$4.25M Sell
2023
Q4
$3.98M Buy
2023
Q3
$3.6M Sell
2023
Q2
$3.76M Buy
2023
Q1
$3.55M Buy
2022
Q4
$3.04M Buy
2022
Q3
$2.68M Sell
2022
Q2
$3.32M Sell
2022
Q1
$3.92M Sell
2021
Q4
$4.09M Buy
2021
Q3
$3.48M Buy
2021
Q2
$3.38M Sell
2021
Q1
$3.54M Buy