Tyler-Stone 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
Q2 | $414K | Hold |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $186K | Hold |
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $168K | Buy |
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|
2022
Q4 | $187K | Hold |
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|
2022
Q3 | $168K | Sell |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $242K | Buy |
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