Verus Financial Partners’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 | $2.11M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $303K | Sell |
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|
2018
Q4 | $327K | Hold |
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|
2018
Q3 | $327K | Buy |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $332K | Sell |
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|
2017
Q4 | $528K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $330K | Buy |
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