Abbrea Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $222K | Hold |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $213K | Buy |
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