Townsend Asset 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 | $542K | Buy |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $531K | Buy |
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