Waverly 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
Q2 | $38.3M | Buy |
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|
2025
Q1 | $36.4M | Buy |
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|
2024
Q4 | $25.3M | Buy |
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|
2024
Q3 | $22.3M | Sell |
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|
2024
Q2 | $21.9M | Sell |
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|
2024
Q1 | $22.6M | Sell |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $20.3M | Sell |
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|
2023
Q2 | $22.3M | Sell |
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|
2023
Q1 | $22M | Sell |
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|
2022
Q4 | $22.7M | Buy |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $12.7M | Sell |
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|
2021
Q4 | $12.7M | Sell |
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|
2021
Q3 | $13M | Sell |
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|
2021
Q2 | $12.8M | Sell |
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|
2021
Q1 | $13.1M | Sell |
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|
2020
Q4 | $12.3M | Sell |
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|
2020
Q3 | $10.1M | Sell |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $6.27M | Sell |
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|
2019
Q4 | $28.1M | Sell |
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|
2019
Q3 | $27.4M | Sell |
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|
2019
Q2 | $27.4M | Sell |
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|
2019
Q1 | $26.9M | Sell |
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|
2018
Q4 | $25.5M | Buy |
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|
2018
Q3 | $2.21M | Buy |
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|
2018
Q2 | $2.12M | Buy |
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $2.16M | Buy |
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|
2017
Q3 | $2.06M | Buy |
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|
2017
Q2 | $2.01M | Sell |
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|
2017
Q1 | $2.02M | Buy |
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|
2016
Q4 | $449K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.18M | Buy |
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|
2015
Q3 | $47K | Buy |
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|
2015
Q2 | $36K | Sell |
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|
2015
Q1 | $76K | Sell |
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|
2014
Q4 | $156K | Buy |
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|
2014
Q3 | $31K | Buy |
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|
2014
Q2 | $31K | Hold |
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|
2014
Q1 | $30K | Sell |
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|
2013
Q4 | $40K | Sell |
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|
2013
Q3 | $37K | Buy |
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