TrueWealth 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
Q3 | $653K | Sell |
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|
2025
Q2 | $624K | Sell |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $365K | Buy |
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