WMS Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2024
Q3 | $1.13M | Buy |
|
|||||
|
2024
Q2 | $908K | Sell |
|
|||||
|
2024
Q1 | $935K | Buy |
|
|||||
|
2023
Q4 | $658K | Sell |
|
|||||
|
2023
Q3 | $721K | Hold |
|
|||||
|
2023
Q2 | $750K | Sell |
|
|||||
|
2023
Q1 | $728K | Sell |
|
|||||
|
2022
Q4 | $728K | Sell |
|
|||||
|
2022
Q3 | $887K | Buy |
|
|||||
|
2022
Q2 | $686K | Buy |
|
|||||
|
2022
Q1 | $767K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $277K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $205K | Sell |
|
|||||
|
2016
Q3 | $314K | Buy |
|
|||||
|
2016
Q2 | $305K | Hold |
|
|||||
|
2016
Q1 | $292K | Sell |
|
|||||
|
2015
Q4 | $298K | Buy |
|
|||||
|
2015
Q3 | $283K | Sell |
|
|||||
|
2015
Q2 | $462K | Buy |
|
|||||
|
2015
Q1 | $439K | Buy |
|
|||||
|
2014
Q4 | $337K | Buy |
|
|||||
|
2014
Q3 | $322K | Buy |
|
|||||
|
2014
Q2 | $325K | Buy |
|
|||||
|
2014
Q1 | $291K | Buy |
|
|||||
|
2013
Q4 | $270K | Hold |
|
|||||
|
2013
Q3 | $247K | Buy |
|
|||||
|
2013
Q2 | $236K | Buy |
|