Waterfront Wealth’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 | $685K | Hold |
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|
2025
Q1 | $663K | Hold |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $551K | Hold |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $544K | Hold |
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|
2023
Q1 | $508K | Hold |
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|
2022
Q4 | $529K | Hold |
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|
2022
Q3 | $496K | Hold |
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|
2022
Q2 | $483K | Hold |
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|
2022
Q1 | $555K | Sell |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $522K | Hold |
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|
2021
Q2 | $529K | Hold |
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|
2021
Q1 | $510K | Hold |
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|
2020
Q4 | $456K | Buy |
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