Westshore Wealth’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 | $19.4M | Sell |
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|
2025
Q1 | $19M | Sell |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $19.4M | Buy |
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|
2024
Q2 | $17.6M | Buy |
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|
2024
Q1 | $17.4M | Buy |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $9.32M | Buy |
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|
2022
Q3 | $7.69M | Buy |
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|
2022
Q2 | $8.19M | Buy |
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|
2022
Q1 | $8.5M | Buy |
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|
2021
Q4 | $8.31M | Buy |
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|
2021
Q3 | $7.37M | Sell |
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|
2021
Q2 | $7.98M | Buy |
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|
2021
Q1 | $7.01M | Buy |
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|
2019
Q4 | $3.93M | Buy |
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