YHB Investment Advisors’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 | $533K | Buy |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $431K | Hold |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $294K | Sell |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $205K | Buy |
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