Stifel Financial’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 | $351M | Sell |
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|
2025
Q1 | $356M | Sell |
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|
2024
Q4 | $395M | Buy |
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|
2024
Q3 | $370M | Buy |
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|
2024
Q2 | $327M | Buy |
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|
2024
Q1 | $298M | Sell |
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|
2023
Q4 | $325M | Buy |
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|
2023
Q3 | $254M | Sell |
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|
2023
Q2 | $287M | Buy |
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|
2023
Q1 | $258M | Sell |
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|
2022
Q4 | $334M | Buy |
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|
2022
Q3 | $266M | Sell |
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|
2022
Q2 | $289M | Buy |
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|
2022
Q1 | $273M | Sell |
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|
2021
Q4 | $311M | Buy |
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|
2021
Q3 | $278M | Buy |
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|
2021
Q2 | $280M | Buy |
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|
2021
Q1 | $231M | Buy |
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|
2020
Q4 | $199M | Buy |
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|
2020
Q3 | $161M | Sell |
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|
2020
Q2 | $218M | Sell |
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|
2020
Q1 | $198M | Buy |
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|
2019
Q4 | $201M | Buy |
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|
2019
Q3 | $111M | Buy |
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|
2019
Q2 | $106M | Sell |
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|
2019
Q1 | $106M | Sell |
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|
2018
Q4 | $110M | Buy |
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|
2018
Q3 | $117M | Buy |
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|
2018
Q2 | $112M | Buy |
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|
2018
Q1 | $106M | Buy |
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|
2017
Q4 | $89.1M | Buy |
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|
2017
Q3 | $80.5M | Sell |
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|
2017
Q2 | $90M | Sell |
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|
2017
Q1 | $111M | Buy |
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|
2016
Q4 | $68.9M | Buy |
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|
2016
Q3 | $62.3M | Sell |
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|
2016
Q2 | $61.7M | Buy |
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|
2016
Q1 | $50.6M | Sell |
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|
2015
Q4 | $51.7M | Buy |
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|
2015
Q3 | $45.7M | Buy |
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|
2015
Q2 | $44.1M | Buy |
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|
2015
Q1 | $43.5M | Buy |
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|
2014
Q4 | $41M | Buy |
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|
2014
Q3 | $37.8M | Buy |
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|
2014
Q2 | $38.1M | Buy |
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|
2014
Q1 | $34.1M | Buy |
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