Wedmont Private Capital’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
$843K Buy
2025
Q2
$808K Buy
2025
Q1
$719K Buy
2024
Q4
$750K Buy
2024
Q3
$515K Sell
2024
Q2
$523K Buy
2024
Q1
$369K Buy
2023
Q4
$291K Sell
2023
Q3
$295K Buy
2023
Q2
$270K Sell
2023
Q1
$409K Hold
2022
Q4
$415K Buy
2022
Q3
$347K Hold
2022
Q2
$370K Sell
2022
Q1
$458K Buy
2021
Q4
$461K Buy