Walkner Condon Financial Advisors’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 | $927K | Buy |
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|
2025
Q2 | $873K | Buy |
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|
2025
Q1 | $834K | Hold |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $720K | Sell |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $321K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $226K | Buy |
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