SSI Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $756K | Hold |
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|
2024
Q4 | $744K | Hold |
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|
2024
Q3 | $763K | Hold |
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|
2024
Q2 | $701K | Hold |
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|
2024
Q1 | $720K | Hold |
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|
2023
Q4 | $664K | Hold |
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|
2023
Q3 | $610K | Hold |
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|
2023
Q2 | $634K | Hold |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $618K | Hold |
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|
2022
Q3 | $555K | Hold |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $676K | Hold |
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|
2021
Q4 | $685K | Sell |
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|
2021
Q3 | $5.89M | Buy |
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|
2021
Q2 | $5.82M | Sell |
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|
2021
Q1 | $6.74M | Buy |
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|
2020
Q4 | $3.85M | Buy |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.22M | Buy |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $3.41M | Buy |
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|
2019
Q3 | $663K | Hold |
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|
2019
Q2 | $657K | Hold |
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|
2019
Q1 | $639K | Hold |
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|
2018
Q4 | $574K | Hold |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $627K | Sell |
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|
2018
Q1 | $3.9M | Sell |
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|
2017
Q4 | $6.12M | Buy |
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|
2017
Q3 | $4.92M | Buy |
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|
2017
Q2 | $3.6M | Sell |
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|
2017
Q1 | $5.33M | Sell |
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|
2016
Q4 | $7.99M | Buy |
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|
2016
Q3 | $6.42M | Buy |
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|
2016
Q2 | $6.16M | Hold |
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|
2016
Q1 | $5.89M | Buy |
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|
2015
Q4 | $3.67M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.22M | Buy |
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