West Branch 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 | $183K | Hold |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $177K | Hold |
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|
2024
Q4 | $174K | Sell |
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|
2024
Q3 | $179K | Sell |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $171K | Sell |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $167K | Hold |
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|
2023
Q1 | $161K | Hold |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $168K | Buy |
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