Towercrest Capital 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 | $455K | Hold |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $477K | Hold |
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|
2022
Q4 | $476K | Hold |
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|
2022
Q3 | $426K | Hold |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $496K | Sell |
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|
2021
Q1 | $491K | Buy |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $353K | Sell |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $355K | Hold |
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|
2019
Q3 | $333K | Hold |
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $289K | Hold |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $315K | Buy |
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