Valmark Advisers’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 | $4.67M | Buy |
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|
2025
Q1 | $4.48M | Buy |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $4.29M | Buy |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.9M | Buy |
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|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $890K | Sell |
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|
2020
Q2 | $856K | Sell |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $975K | Buy |
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|
2019
Q2 | $884K | Sell |
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|
2019
Q1 | $875K | Buy |
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|
2018
Q4 | $786K | Buy |
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|
2018
Q3 | $880K | Buy |
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|
2018
Q2 | $563K | Buy |
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|
2018
Q1 | $518K | Buy |
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|
2017
Q4 | $504K | Buy |
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