AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $704K | Hold |
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2023
Q1 | $679K | Hold |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $652K | Hold |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $999K | Buy |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $933K | Buy |
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|
2020
Q3 | $806K | Sell |
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|
2020
Q2 | $945K | Buy |
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|
2020
Q1 | $700K | Hold |
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|
2019
Q4 | $963K | Hold |
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|
2019
Q3 | $905K | Hold |
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|
2019
Q2 | $898K | Hold |
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|
2019
Q1 | $871K | Hold |
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|
2018
Q4 | $784K | Hold |
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|
2018
Q3 | $893K | Buy |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $596K | Buy |
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