Welch & Forbes’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 | $1.39M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $921K | Hold |
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|
2024
Q2 | $845K | Hold |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $845K | Sell |
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|
2023
Q3 | $795K | Hold |
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|
2023
Q2 | $827K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $496K | Hold |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $404K | Sell |
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|
2021
Q3 | $849K | Hold |
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|
2021
Q2 | $860K | Sell |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.41M | Sell |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $502K | Hold |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $593K | Buy |
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|
2019
Q3 | $550K | Hold |
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|
2019
Q2 | $546K | Hold |
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|
2019
Q1 | $528K | Hold |
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|
2018
Q4 | $475K | Hold |
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|
2018
Q3 | $543K | Sell |
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|
2018
Q2 | $884K | Sell |
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|
2018
Q1 | $1.24M | Hold |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.31M | Sell |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $367K | Hold |
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|
2016
Q1 | $351K | Hold |
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|
2015
Q4 | $348K | Buy |
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