Stableford Capital II’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 | $1.23M | Sell |
|
|||||
|
2025
Q2 | $1.2M | Hold |
|
|||||
|
2025
Q1 | $1.07M | Sell |
|
|||||
|
2024
Q4 | $1.14M | Sell |
|
|||||
|
2024
Q3 | $1.23M | Hold |
|
|||||
|
2024
Q2 | $1.17M | Sell |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $1.07M | Sell |
|
|||||
|
2023
Q3 | $965K | Hold |
|
|||||
|
2023
Q2 | $1.06M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.71M | Buy |
|
|||||
|
2022
Q3 | $1.28M | Buy |
|
|||||
|
2022
Q2 | $1.34M | Hold |
|
|||||
|
2022
Q1 | $1.45M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Sell |
|
|||||
|
2021
Q3 | $1.4M | Sell |
|
|||||
|
2021
Q2 | $1.38M | Buy |
|