Sunbelt Securities’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 | $1.18M | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $473K | Buy |
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|
2019
Q3 | $364K | Buy |
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|
2019
Q2 | $337K | Sell |
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|
2019
Q1 | $370K | Buy |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $394K | Buy |
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|
2018
Q2 | $280K | Buy |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $252K | Buy |
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|
2017
Q2 | $201K | Sell |
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|
2017
Q1 | $248K | Buy |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $345K | Buy |
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