SteelPeak Wealth’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 | $312K | Sell |
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|
2025
Q2 | $319K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $392K | Sell |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $205K | Buy |
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