Wellspring Financial Advisors’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 | $8.22M | Sell |
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|
2025
Q1 | $7.99M | Buy |
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|
2024
Q4 | $7.85M | Sell |
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|
2024
Q3 | $8.09M | Buy |
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $3.66M | Sell |
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|
2023
Q4 | $3.5M | Sell |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $3.38M | Sell |
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|
2023
Q1 | $3.4M | Sell |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.45M | Sell |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $3.69M | Sell |
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|
2021
Q2 | $3.74M | Buy |
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|
2021
Q1 | $2.34M | Hold |
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|
2020
Q4 | $3.23M | Hold |
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|
2020
Q3 | $2.79M | Hold |
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|
2020
Q2 | $2.66M | Hold |
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|
2020
Q1 | $2.34M | Buy |
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