TCI Wealth 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
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.58M | Sell |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.57M | Hold |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $982K | Sell |
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|
2017
Q2 | $981K | Buy |
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|
2017
Q1 | $935K | Buy |
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|
2016
Q4 | $864K | Hold |
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|
2016
Q3 | $815K | Hold |
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|
2016
Q2 | $796K | Hold |
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|
2016
Q1 | $762K | Buy |
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|
2015
Q4 | $271K | Sell |
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|
2015
Q3 | $286K | Buy |
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|
2015
Q2 | $228K | Buy |
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|
2015
Q1 | $182K | Hold |
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|
2014
Q4 | $184K | Hold |
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|
2014
Q3 | $177K | Hold |
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|
2014
Q2 | $179K | Hold |
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|
2014
Q1 | $170K | Sell |
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|
2013
Q4 | $254K | Buy |
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|
2013
Q3 | $178K | Hold |
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|
2013
Q2 | $173K | Buy |
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