Wealth Architects’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 | $291K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $276K | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $770K | Buy |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $396K | Buy |
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|
2019
Q3 | $359K | Buy |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $370K | Hold |
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|
2018
Q4 | $333K | Sell |
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|
2018
Q3 | $381K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $306K | Hold |
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|
2017
Q4 | $317K | Sell |
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|
2017
Q3 | $352K | Buy |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $342K | Hold |
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|
2016
Q4 | $333K | Sell |
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|
2016
Q3 | $379K | Buy |
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|
2016
Q2 | $371K | Hold |
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|
2016
Q1 | $355K | Buy |
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|
2015
Q4 | $352K | Buy |
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|
2015
Q3 | $335K | Hold |
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|
2015
Q2 | $371K | Hold |
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|
2015
Q1 | $370K | Hold |
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|
2014
Q4 | $375K | Buy |
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