Trust Company’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 | $312K | Hold |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $12K | Sell |
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|
2022
Q3 | $41K | Buy |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $33K | Buy |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $30K | Sell |
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|
2019
Q1 | $50K | Buy |
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|
2018
Q4 | $11K | Sell |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $28K | Sell |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $27K | Buy |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $14K | Buy |
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