Wealth Management Partners’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 | $356K | Hold |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $413K | Hold |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $402K | Buy |
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