Westside Investment Management’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 | $70K | Hold |
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|
2025
Q2 | $66.8K | Hold |
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|
2025
Q1 | $64.7K | Hold |
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|
2024
Q4 | $63.7K | Hold |
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|
2024
Q3 | $65.3K | Sell |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $71.6K | Hold |
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|
2023
Q4 | $66.1K | Hold |
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|
2023
Q3 | $60.7K | Hold |
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|
2023
Q2 | $63.1K | Hold |
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|
2023
Q1 | $60.9K | Hold |
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|
2022
Q4 | $60 | Hold |
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|
2022
Q3 | $54 | Hold |
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|
2022
Q2 | $57 | Hold |
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|
2022
Q1 | $66 | Hold |
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|
2021
Q4 | $67 | Hold |
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|
2021
Q3 | $62 | Hold |
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|
2021
Q2 | $63 | Hold |
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|
2021
Q1 | $60 | Sell |
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|
2020
Q4 | $55 | Hold |
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|
2020
Q3 | $48 | Hold |
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|
2020
Q2 | $46 | Hold |
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|
2020
Q1 | $40 | Buy |
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|
2019
Q2 | $115 | Buy |
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|
2018
Q4 | $70.1K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $76.6K | Sell |
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|
2018
Q1 | $132K | Buy |
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|
2017
Q4 | $101K | Hold |
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|
2017
Q3 | $95.9K | Buy |
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|
2017
Q2 | $89.2K | Buy |
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|
2017
Q1 | $75.4K | Buy |
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