US Financial 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
Q1 | $12.7M | Buy |
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|
2024
Q4 | $12.3M | Buy |
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2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $1.62M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $79K | Sell |
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|
2015
Q4 | $116K | Buy |
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|
2015
Q3 | $87K | Sell |
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|
2015
Q2 | $110K | Buy |
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