Wescott Financial Advisory 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 | $594K | Buy |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $594K | Buy |
|
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $272K | Buy |
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