Strategic Wealth Partners’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 | $166K | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $217K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $12 | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Buy |
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