Winthrop 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 | $4.39M | Buy |
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|
2025
Q2 | $3.66M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.43M | Sell |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $490K | Sell |
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|
2023
Q3 | $2.14M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | $1.97M | Sell |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.67M | Hold |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $2.6M | Buy |
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|
2019
Q3 | $2.26M | Buy |
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|
2019
Q2 | $2.24M | Buy |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.12M | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.14M | Buy |
|