Whitegate Investment Counselors’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 | $1.32M | Sell |
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|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.27M | Hold |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.28M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.12M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $961K | Hold |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.13M | Hold |
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|
2021
Q2 | $1.14M | Hold |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $2.39M | Sell |
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|
2020
Q2 | $2.85M | Buy |
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|
2020
Q1 | $2.38M | Hold |
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|
2019
Q4 | $3.28M | Buy |
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|
2019
Q3 | $3.05M | Hold |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.91M | Buy |
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|
2018
Q4 | $2.6M | Buy |
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|
2018
Q3 | $2.94M | Buy |
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|
2018
Q2 | $2.8M | Sell |
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|
2018
Q1 | $2.82M | Buy |
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|
2017
Q4 | $2.88M | Sell |
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|
2017
Q3 | $2.98M | Buy |
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|
2017
Q2 | $2.92M | Buy |
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|
2017
Q1 | $2.88M | Buy |
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|
2016
Q4 | $2.78M | Buy |
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|
2016
Q3 | $2.61M | Buy |
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|
2016
Q2 | $2.54M | Buy |
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|
2014
Q1 | $2.47M | Buy |
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