Trust Company of Vermont’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 | $605K | Sell |
|
|||||
|
2025
Q2 | $591K | Buy |
|
|||||
|
2025
Q1 | $441K | Buy |
|
|||||
|
2024
Q4 | $405K | Buy |
|
|||||
|
2024
Q3 | $412K | Hold |
|
|||||
|
2024
Q2 | $379K | Sell |
|
|||||
|
2024
Q1 | $390K | Buy |
|
|||||
|
2023
Q4 | $79.7K | Sell |
|
|||||
|
2023
Q3 | $76.4K | Buy |
|
|||||
|
2023
Q2 | $73.5K | Buy |
|
|||||
|
2023
Q1 | $45.7K | Hold |
|
|||||
|
2022
Q4 | $45.5K | Hold |
|
|||||
|
2022
Q3 | $41K | Sell |
|
|||||
|
2022
Q2 | $91K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $105K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $107K | Buy |
|
|||||
|
2021
Q1 | $58K | Hold |
|
|||||
|
2020
Q4 | $53K | Hold |
|
|||||
|
2020
Q3 | $45K | Sell |
|
|||||
|
2020
Q2 | $53K | Hold |
|
|||||
|
2020
Q1 | $47K | Hold |
|
|||||
|
2019
Q4 | $64K | Hold |
|
|||||
|
2019
Q3 | $60K | Hold |
|
|||||
|
2019
Q2 | $60K | Sell |
|
|||||
|
2019
Q1 | $69K | Hold |
|
|||||
|
2018
Q4 | $62K | Hold |
|
|||||
|
2018
Q3 | $71K | Buy |
|
|||||
|
2018
Q2 | $31K | Hold |
|
|||||
|
2018
Q1 | $31K | Buy |
|
|||||
|
2017
Q4 | $11K | Hold |
|
|||||
|
2017
Q3 | $10K | Hold |
|
|||||
|
2017
Q2 | $10K | Hold |
|
|||||
|
2017
Q1 | $10K | Sell |
|
|||||
|
2016
Q4 | $23K | Hold |
|
|||||
|
2016
Q3 | $22K | Sell |
|
|||||
|
2016
Q2 | $22K | Sell |
|
|||||
|
2016
Q1 | $29K | Hold |
|
|||||
|
2015
Q4 | $29K | Sell |
|
|||||
|
2015
Q3 | $68K | Hold |
|
|||||
|
2015
Q2 | $75K | Buy |
|