Widmann Financial Services’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 | $6.15M | Buy |
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|
2025
Q1 | $5.76M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $5.42M | Buy |
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|
2024
Q2 | $4.88M | Sell |
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|
2024
Q1 | $5.03M | Buy |
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|
2023
Q4 | $4.56M | Buy |
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|
2023
Q3 | $4.13M | Buy |
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|
2023
Q2 | $4.27M | Buy |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.9M | Buy |
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|
2022
Q3 | $3.46M | Buy |
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|
2022
Q2 | $3.55M | Sell |
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|
2022
Q1 | $4.08M | Sell |
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|
2021
Q4 | $4.21M | Buy |
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