Valeo 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
Q2 | $8.49M | Buy |
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|
2025
Q1 | $8.27M | Sell |
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|
2024
Q4 | $8.28M | Sell |
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|
2024
Q3 | $8.54M | Sell |
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|
2024
Q2 | $9.96M | Sell |
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|
2024
Q1 | $9.93M | Buy |
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|
2023
Q4 | $9.4M | Buy |
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|
2023
Q3 | $8.63M | Sell |
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|
2023
Q2 | $9.07M | Buy |
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|
2023
Q1 | $8.56M | Buy |
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|
2022
Q4 | $8.36M | Sell |
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|
2022
Q3 | $7.52M | Buy |
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|
2022
Q2 | $7.83M | Sell |
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|
2022
Q1 | $9.23M | Sell |
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|
2021
Q4 | $9.47M | Buy |
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|
2021
Q3 | $8.82M | Buy |
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|
2021
Q2 | $8.37M | Sell |
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|
2021
Q1 | $69.5M | Buy |
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|
2020
Q4 | $62.6M | Buy |
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|
2020
Q3 | $6.55M | Buy |
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|
2020
Q2 | $5.67M | Sell |
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|
2020
Q1 | $5.54M | Sell |
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|
2019
Q4 | $7.45M | Buy |
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|
2019
Q3 | $6.82M | Buy |
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|
2019
Q2 | $6.76M | Sell |
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|
2019
Q1 | $6.67M | Buy |
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|
2018
Q4 | $5.53M | Buy |
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|
2018
Q3 | $5.66M | Buy |
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|
2018
Q2 | $5.63M | Buy |
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|
2018
Q1 | $4.98M | Sell |
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|
2017
Q4 | $5.22M | Buy |
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|
2017
Q3 | $4.83M | Buy |
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