Tobias Financial 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 | $3.33M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.74M | Sell |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $2.62M | Sell |
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|
2020
Q1 | $4M | Sell |
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|
2019
Q4 | $5.59M | Buy |
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