Trek Financial’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 | $242K | Hold |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $223K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.53M | Buy |
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