Wealthspan 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 | $3.95M | Sell |
|
|||||
|
2025
Q2 | $3.83M | Sell |
|
|||||
|
2025
Q1 | $3.86M | Sell |
|
|||||
|
2024
Q4 | $3.9M | Sell |
|
|||||
|
2024
Q3 | $4.08M | Sell |
|
|||||
|
2024
Q2 | $3.79M | Sell |
|
|||||
|
2024
Q1 | $3.93M | Sell |
|
|||||
|
2023
Q4 | $3.68M | Sell |
|
|||||
|
2023
Q3 | $3.42M | Buy |
|
|||||
|
2023
Q2 | $3.54M | Buy |
|
|||||
|
2023
Q1 | $3.35M | Buy |
|
|||||
|
2022
Q4 | $3.3M | Sell |
|
|||||
|
2022
Q3 | $3.02M | Sell |
|
|||||
|
2022
Q2 | $3.22M | Sell |
|
|||||
|
2022
Q1 | $3.69M | Buy |
|
|||||
|
2021
Q4 | $3.6M | Buy |
|