Stone Asset 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
2023
Q1
$2.11M Sell
2022
Q4
$7.31M Buy
2022
Q3
$6.29M Buy
2022
Q2
$6.25M Sell
2022
Q1
$7.45M Buy
2021
Q4
$7.12M Buy