Wells Trecaso Financial Group’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 | $325K | Sell |
|
|||||
|
2025
Q1 | $371K | Hold |
|
|||||
|
2024
Q4 | $365K | Hold |
|
|||||
|
2024
Q3 | $374K | Hold |
|
|||||
|
2024
Q2 | $344K | Hold |
|
|||||
|
2024
Q1 | $353K | Sell |
|
|||||
|
2023
Q4 | $349K | Sell |
|
|||||
|
2023
Q3 | $337K | Hold |
|
|||||
|
2023
Q2 | $351K | Hold |
|
|||||
|
2023
Q1 | $338K | Hold |
|
|||||
|
2022
Q4 | $337K | Sell |
|
|||||
|
2022
Q3 | $303K | Hold |
|
|||||
|
2022
Q2 | $323K | Hold |
|
|||||
|
2022
Q1 | $370K | Buy |
|
|||||
|
2021
Q4 | $338K | Buy |
|
|||||
|
2021
Q3 | $298K | Hold |
|
|||||
|
2021
Q2 | $302K | Hold |
|
|||||
|
2021
Q1 | $289K | Hold |
|
|||||
|
2020
Q4 | $260K | Hold |
|
|||||
|
2020
Q3 | $225K | Sell |
|
|||||
|
2020
Q2 | $222K | Buy |
|