WealthBridge Capital Management’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 | $514K | Buy |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | $238K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $232K | Buy |
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|
2018
Q4 | $195K | Buy |
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