STALEY CAPITAL ADVISERS’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 | $1.04M | Hold |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $992K | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $935K | Hold |
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|
2024
Q1 | $960K | Hold |
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|
2023
Q4 | $885K | Hold |
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|
2023
Q3 | $813K | Sell |
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|
2023
Q2 | $848K | Buy |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $812K | Hold |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $777K | Hold |
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|
2022
Q1 | $889K | Hold |
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|
2021
Q4 | $900K | Hold |
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|
2021
Q3 | $839K | Buy |
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|
2021
Q2 | $850K | Sell |
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|
2021
Q1 | $812K | Sell |
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|
2020
Q4 | $965K | Sell |
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|
2020
Q3 | $928K | Buy |
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|
2020
Q2 | $885K | Hold |
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|
2020
Q1 | $779K | Hold |
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|
2019
Q4 | $1.07M | Hold |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.1M | Hold |
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|
2019
Q1 | $1.07M | Hold |
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|
2018
Q4 | $960K | Hold |
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|
2018
Q3 | $1.09M | Hold |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.09M | Hold |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.05M | Hold |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $1.02M | Hold |
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|
2016
Q4 | $992K | Hold |
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|
2016
Q3 | $936K | Hold |
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|
2016
Q2 | $914K | Hold |
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|
2016
Q1 | $875K | Hold |
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|
2015
Q4 | $867K | Buy |
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|
2015
Q3 | $780K | Sell |
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|
2015
Q2 | $945K | Hold |
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|
2015
Q1 | $944K | Sell |
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|
2014
Q4 | $1.11M | Buy |
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|
2014
Q3 | $917K | Sell |
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|
2014
Q2 | $958K | Buy |
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|
2014
Q1 | $874K | Sell |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $686K | Hold |
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|
2013
Q2 | $667K | Buy |
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