Stratos Wealth Advisors’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 | $17.2M | Buy |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $14.2M | Sell |
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|
2024
Q3 | $19.4M | Buy |
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|
2024
Q2 | $12.3M | Buy |
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|
2024
Q1 | $8.9M | Sell |
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|
2023
Q4 | $8.57M | Buy |
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|
2023
Q3 | $6.78M | Buy |
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|
2023
Q2 | $6.97M | Buy |
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|
2023
Q1 | $4.98M | Sell |
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|
2022
Q4 | $5.01M | Buy |
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|
2022
Q3 | $4.46M | Sell |
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|
2022
Q2 | $4.85M | Buy |
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|
2022
Q1 | $3.21M | Buy |
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|
2021
Q4 | $973K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $92K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $284K | Buy |
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|
2019
Q2 | $273K | Sell |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $251K | Buy |
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