Summit Wealth & Retirement Planning’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 | $11.9M | Sell |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $12.3M | Sell |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $12.2M | Sell |
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|
2023
Q4 | $11.3M | Sell |
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|
2023
Q3 | $11.7M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $8.28M | Buy |
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|
2022
Q3 | $6.48M | Sell |
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|
2022
Q2 | $7.22M | Buy |
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|
2022
Q1 | $7.56M | Buy |
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|
2021
Q4 | $6.92M | Buy |
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|
2021
Q3 | $6.15M | Buy |
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|
2021
Q2 | $6.12M | Buy |
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|
2021
Q1 | $5.73M | Buy |
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|
2020
Q4 | $5.04M | Sell |
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|
2020
Q3 | $4.45M | Sell |
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|
2020
Q2 | $4.34M | Buy |
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|
2020
Q1 | $3.37M | Buy |
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|
2019
Q4 | $886K | Sell |
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|
2019
Q3 | $875K | Sell |
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|
2019
Q2 | $932K | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $965K | Buy |
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