Summit Financial Strategies’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 | $1.88M | Buy |
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|
2025
Q1 | $1.82M | Hold |
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|
2024
Q4 | $1.79M | Hold |
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|
2024
Q3 | $1.83M | Hold |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.62M | Hold |
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|
2023
Q3 | $1.49M | Hold |
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|
2023
Q2 | $1.55M | Hold |
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|
2023
Q1 | $1.5M | Hold |
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|
2022
Q4 | $1.49M | Hold |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.42M | Hold |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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