WealthShield 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 | $965K | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $859K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $194K | Buy |
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|
2020
Q2 | $143K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $428K | Hold |
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|
2019
Q3 | $402K | Sell |
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|
2019
Q2 | $404K | Hold |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $288K | Sell |
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|
2018
Q3 | $358K | Sell |
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|
2018
Q2 | $354K | Sell |
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|
2018
Q1 | $361K | Sell |
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|
2017
Q4 | $400K | Buy |
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