Willner & Heller’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 | $428K | Buy |
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|
2025
Q2 | $406K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $352K | Buy |
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