Steph & Co’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 | $1.93M | Sell |
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|
2025
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $3.68M | Buy |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $985K | Buy |
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|
2020
Q3 | $828K | Sell |
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|
2020
Q2 | $797K | Buy |
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|
2020
Q1 | $686K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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