Summit Trail 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 | $2.8M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $1.85M | Hold |
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|
2023
Q4 | $1.71M | Hold |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $771K | Sell |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $949K | Sell |
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|
2022
Q2 | $3.91M | Hold |
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|
2022
Q1 | $4.48M | Hold |
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|
2021
Q4 | $4.53M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $584K | Hold |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $503K | Hold |
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|
2020
Q3 | $469K | Hold |
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|
2020
Q2 | $414K | Sell |
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|
2020
Q1 | $691K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $749K | Sell |
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|
2019
Q2 | $755K | Sell |
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|
2019
Q1 | $770K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $597K | Buy |
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