Thrive Wealth Management’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 | $1.21M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $854K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $840K | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $719K | Buy |
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