Tolleson 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
Q2 | $4.57M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $4.53M | Sell |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $4.29M | Sell |
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|
2024
Q1 | $4.5M | Sell |
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|
2023
Q4 | $4.19M | Sell |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $4.52M | Sell |
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|
2023
Q1 | $4.41M | Sell |
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|
2022
Q4 | $4.46M | Hold |
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|
2022
Q3 | $4M | Sell |
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|
2022
Q2 | $4.36M | Hold |
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|
2022
Q1 | $5M | Sell |
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|
2021
Q4 | $5.22M | Sell |
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|
2021
Q3 | $5.32M | Sell |
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|
2021
Q2 | $5.46M | Hold |
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|
2021
Q1 | $5.22M | Hold |
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|
2020
Q4 | $4.71M | Hold |
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|
2020
Q3 | $4.07M | Buy |
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|
2020
Q2 | $3.65M | Buy |
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|
2020
Q1 | $3.19M | Hold |
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|
2019
Q4 | $4.39M | Hold |
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|
2019
Q3 | $4.13M | Buy |
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