West 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
Q3 | $218K | Hold |
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|
2025
Q2 | $208K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $66.6K | Hold |
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|
2024
Q2 | $61.2K | Hold |
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|
2024
Q1 | $62.9K | Hold |
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|
2023
Q4 | $58K | Sell |
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|
2023
Q3 | $59.4K | Hold |
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|
2023
Q2 | $61.7K | Hold |
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|
2023
Q1 | $59.5K | Hold |
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|
2022
Q4 | $59.3K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $20K | Buy |
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