Steel Grove Capital Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $930K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.35M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.4M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $771K | Sell |
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|
2013
Q4 | $1.19M | Buy |
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|
2013
Q3 | $860K | Buy |
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|
2013
Q2 | $695K | Buy |
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