Triangle Securities Wealth 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 | $417K | Buy |
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|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $382K | Hold |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $387K | Sell |
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|
2024
Q2 | $358K | Buy |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $381K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $494K | Hold |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $272K | Sell |
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|
2020
Q1 | $326K | Sell |
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|
2019
Q4 | $582K | Buy |
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|
2019
Q3 | $494K | Buy |
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|
2019
Q2 | $475K | Sell |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $610K | Buy |
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|
2018
Q2 | $575K | Sell |
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|
2018
Q1 | $579K | Buy |
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|
2017
Q4 | $482K | Buy |
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|
2017
Q3 | $388K | Buy |
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