AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4.91M | Buy |
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2021
Q1 | $4.6M | Buy |
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|
2020
Q4 | $4.14M | Sell |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $3.44M | Sell |
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|
2020
Q1 | $3.19M | Buy |
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|
2019
Q4 | $3.25M | Sell |
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|
2019
Q3 | $3.5M | Buy |
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|
2019
Q2 | $3.01M | Buy |
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|
2019
Q1 | $2.72M | Sell |
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|
2018
Q4 | $3.9M | Buy |
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|
2018
Q3 | $2.88M | Buy |
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|
2018
Q2 | $2.48M | Buy |
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|
2018
Q1 | $1.76M | Buy |
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|
2017
Q4 | $1.44M | Buy |
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