Summit Investment Advisory Services’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 | $285K | Hold |
|
|||||
|
2025
Q2 | $272K | Hold |
|
|||||
|
2025
Q1 | $263K | Hold |
|
|||||
|
2024
Q4 | $259K | Hold |
|
|||||
|
2024
Q3 | $266K | Sell |
|
|||||
|
2024
Q2 | $2.62M | Buy |
|
|||||
|
2024
Q1 | $254K | Hold |
|
|||||
|
2023
Q4 | $234K | Hold |
|
|||||
|
2023
Q3 | $215K | Hold |
|
|||||
|
2023
Q2 | $223K | Hold |
|
|||||
|
2023
Q1 | $216K | Hold |
|
|||||
|
2022
Q4 | $215K | Buy |
|