Transform Wealth’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
Q1 | $248K | Hold |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $489K | Sell |
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|
2021
Q3 | $474K | Sell |
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|
2021
Q2 | $503K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $380K | Buy |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $324K | Hold |
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|
2018
Q4 | $292K | Hold |
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|
2018
Q3 | $333K | Hold |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $315K | Hold |
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|
2017
Q4 | $327K | Hold |
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|
2017
Q3 | $311K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $372K | Hold |
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|
2016
Q4 | $363K | Hold |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $450K | Buy |
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