Stephens Consulting’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 | – | Sell |
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|
2025
Q2 | $33.4K | Hold |
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|
2025
Q1 | $32.4K | Hold |
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|
2024
Q4 | $31.8K | Hold |
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|
2024
Q3 | $32.6K | Sell |
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|
2024
Q2 | $34.7K | Hold |
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|
2024
Q1 | $35.6K | Sell |
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|
2023
Q4 | $81.6K | Hold |
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|
2023
Q3 | $75K | Hold |
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|
2023
Q2 | $78K | Hold |
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|
2023
Q1 | $75.2K | Hold |
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|
2022
Q4 | $74.9K | Hold |
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|
2022
Q3 | $67.2K | Hold |
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|
2022
Q2 | $71.6K | Hold |
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|
2022
Q1 | $82K | Hold |
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|
2021
Q4 | $83K | Buy |
|