Valley Wealth Managers’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 | – | Sell |
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|
2025
Q2 | $12K | Sell |
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|
2025
Q1 | $39.5K | Buy |
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|
2024
Q4 | $21.8K | Sell |
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|
2024
Q3 | $31.9K | Buy |
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|
2024
Q2 | $21.3K | Sell |
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|
2024
Q1 | $48.7K | Sell |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $365K | Sell |
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|
2021
Q1 | $454K | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $408K | Sell |
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|
2020
Q2 | $450K | Hold |
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|
2020
Q1 | $397K | Hold |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $641K | Sell |
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|
2019
Q2 | $817K | Buy |
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