Van Hulzen Asset Management’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 | – | Sell |
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|
2024
Q4 | $15K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $839K | Buy |
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|
2019
Q3 | $785K | Buy |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $487K | Hold |
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $525K | Buy |
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|
2018
Q2 | $437K | Buy |
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