Wealth Enhancement Advisory Services’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 | $135M | Sell |
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|
2025
Q1 | $131M | Buy |
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|
2024
Q4 | $124M | Buy |
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|
2024
Q3 | $126M | Sell |
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|
2024
Q2 | $116M | Sell |
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|
2024
Q1 | $134M | Sell |
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|
2023
Q4 | $125M | Buy |
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|
2023
Q3 | $101M | Buy |
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|
2023
Q2 | $5.91M | Sell |
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|
2023
Q1 | $7.16M | Sell |
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|
2022
Q4 | $63.3M | Sell |
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|
2022
Q3 | $58M | Buy |
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|
2022
Q2 | $59.5M | Buy |
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|
2022
Q1 | $63.8M | Sell |
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|
2021
Q4 | $63.6M | Sell |
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|
2021
Q3 | $66.6M | Sell |
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|
2021
Q2 | $69.4M | Buy |
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|
2021
Q1 | $64.2M | Buy |
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|
2020
Q4 | $878K | Sell |
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|
2020
Q3 | $805K | Sell |
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|
2020
Q2 | $868K | Buy |
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|
2020
Q1 | $757K | Buy |
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|
2019
Q4 | $723K | Buy |
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|
2019
Q3 | $554K | Hold |
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|
2019
Q2 | $567K | Buy |
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|
2019
Q1 | $448K | Buy |
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