Virtue Capital 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
Q3 | $793K | Buy |
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2025
Q2 | $613K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $825K | Sell |
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|
2024
Q1 | $869K | Buy |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $1.33M | Hold |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.75M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8K | Buy |
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