Stonebridge Financial Planning Group’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 | $1.03M | Buy |
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|
2025
Q1 | $999K | Buy |
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|
2024
Q4 | $982K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $41K | Sell |
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|
2019
Q4 | $81K | Buy |
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