Warner Financial’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 | $731K | Buy |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $434K | Hold |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $291K | Buy |
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