Twin Focus Capital Partners’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
Q2 | $3.1M | Hold |
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|
2025
Q1 | $3M | Hold |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $3.49M | Sell |
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|
2024
Q2 | $3.63M | Hold |
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|
2024
Q1 | $3.73M | Hold |
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|
2023
Q4 | $3.44M | Hold |
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|
2023
Q3 | $3.16M | Hold |
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|
2023
Q2 | $3.29M | Hold |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $3.47M | Hold |
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|
2022
Q2 | $3.7M | Sell |
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|
2022
Q1 | $5.58M | Hold |
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|
2021
Q4 | $5.64M | Buy |
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|
2021
Q3 | $5.14M | Hold |
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|
2021
Q2 | $5.21M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.46M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $494K | Hold |
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|
2014
Q2 | $500K | Hold |
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|
2014
Q1 | $477K | Hold |
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|
2013
Q4 | $465K | Buy |
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|
2013
Q3 | $390K | Buy |
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|
2013
Q2 | $259K | Buy |
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