Stone Summit Wealth’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 | $221K | Sell |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $288K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $290K | Buy |
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