Windsor Advisory Group’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 | $252K | Hold |
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|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $233K | Hold |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $96.8K | Hold |
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|
2023
Q3 | $89K | Hold |
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|
2023
Q2 | $92.5K | Hold |
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|
2023
Q1 | $89.2K | Hold |
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|
2022
Q4 | $88.9K | Buy |
|