Stockman Wealth Management’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 | $300K | Hold |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $229K | Buy |
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