Transcend Capital 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 | – | Sell |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $641K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $869K | Buy |
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