U.S. Capital Wealth 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 | $1.79M | Sell |
|
|||||
|
2025
Q2 | $1.97M | Buy |
|
|||||
|
2025
Q1 | $1.9M | Sell |
|
|||||
|
2024
Q4 | $2.05M | Buy |
|
|||||
|
2024
Q3 | $1.41M | Sell |
|
|||||
|
2024
Q2 | $1.52M | Sell |
|
|||||
|
2024
Q1 | $1.67M | Sell |
|
|||||
|
2023
Q4 | $1.82M | Sell |
|
|||||
|
2023
Q3 | $6.56M | Sell |
|
|||||
|
2023
Q2 | $6.88M | Sell |
|
|||||
|
2023
Q1 | $6.73M | Buy |
|
|||||
|
2022
Q4 | $6.67M | Buy |
|
|||||
|
2022
Q3 | $5.49M | Sell |
|
|||||
|
2022
Q2 | $6.45M | Buy |
|
|||||
|
2022
Q1 | $7.25M | Buy |
|
|||||
|
2021
Q4 | $7.21M | Sell |
|
|||||
|
2021
Q3 | $6.77M | Buy |
|