Whittier Trust’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 | $6.35M | Sell |
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|
2025
Q2 | $6.11M | Sell |
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|
2025
Q1 | $5.93M | Sell |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $6.57M | Sell |
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $6.71M | Buy |
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|
2023
Q4 | $6.15M | Buy |
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|
2023
Q3 | $5.41M | Sell |
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|
2023
Q2 | $5.69M | Buy |
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|
2023
Q1 | $4.93M | Sell |
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|
2022
Q4 | $6.05M | Sell |
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|
2022
Q3 | $5.97M | Sell |
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|
2022
Q2 | $6.62M | Buy |
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|
2022
Q1 | $6.93M | Buy |
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|
2021
Q4 | $6.66M | Sell |
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|
2021
Q3 | $6.27M | Sell |
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|
2021
Q2 | $6.5M | Sell |
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|
2021
Q1 | $6.21M | Buy |
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|
2020
Q4 | $5.36M | Buy |
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|
2020
Q3 | $4.36M | Sell |
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|
2020
Q2 | $4.16M | Sell |
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|
2020
Q1 | $4.24M | Sell |
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|
2019
Q4 | $5.83M | Sell |
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|
2019
Q3 | $5.51M | Sell |
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|
2019
Q2 | $5.49M | Sell |
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|
2019
Q1 | $5.48M | Hold |
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|
2018
Q4 | $4.93M | Buy |
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|
2018
Q3 | $4.89M | Buy |
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|
2018
Q2 | $4.65M | Sell |
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|
2018
Q1 | $4.66M | Sell |
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|
2017
Q4 | $4.87M | Buy |
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|
2017
Q3 | $4.6M | Buy |
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|
2017
Q2 | $4.24M | Hold |
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|
2017
Q1 | $4.19M | Sell |
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|
2016
Q4 | $4.39M | Sell |
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|
2016
Q3 | $4.17M | Sell |
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|
2016
Q2 | $4.08M | Buy |
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|
2016
Q1 | $3.8M | Sell |
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|
2015
Q4 | $3.77M | Hold |
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|
2015
Q3 | $3.59M | Sell |
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|
2015
Q2 | $3.98M | Sell |
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|
2015
Q1 | $4.07M | Sell |
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|
2014
Q4 | $4.13M | Sell |
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|
2014
Q3 | $3.96M | Sell |
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|
2014
Q2 | $4.01M | Sell |
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|
2014
Q1 | $3.82M | Sell |
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|
2013
Q4 | $4.2M | Sell |
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|
2013
Q3 | $3.88M | Buy |
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|
2013
Q2 | $3.71M | Buy |
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