Waterloo Capital’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 | $30.9M | Buy |
|
|||||
|
2025
Q2 | $28.7M | Buy |
|
|||||
|
2025
Q1 | $27M | Buy |
|
|||||
|
2024
Q4 | $23.7M | Buy |
|
|||||
|
2024
Q3 | $23.6M | Sell |
|
|||||
|
2024
Q2 | $23.6M | Sell |
|
|||||
|
2024
Q1 | $25.4M | Buy |
|
|||||
|
2023
Q4 | $11.6M | Buy |
|
|||||
|
2023
Q3 | $6.8M | Buy |
|
|||||
|
2023
Q2 | $6.78M | Sell |
|
|||||
|
2023
Q1 | $7.72M | Buy |
|
|||||
|
2020
Q1 | $281K | Buy |
|