Allen Mooney & Barnes Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,748
| Closed | -$305K | – | 157 |
|
|
2024
Q2 | $305K | Hold |
1,748
| – | – | 0.05% | 128 |
|
|
2024
Q1 | $305K | Hold |
1,748
| – | – | 0.06% | 133 |
|
|
2023
Q4 | $289K | Hold |
1,748
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $265K | Sell |
1,748
-68
| -4% | -$10.3K | 0.06% | 126 |
|
|
2023
Q2 | $287K | Hold |
1,816
| – | – | 0.06% | 120 |
|
|
2023
Q1 | $277K | Hold |
1,816
| – | – | 0.07% | 116 |
|
|
2022
Q4 | $275K | Hold |
1,816
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $247K | Buy |
1,816
+1
| +0.1% | +$136 | 0.07% | 119 |
|
|
2022
Q2 | $263K | Buy |
1,815
+1
| +0.1% | +$145 | 0.07% | 119 |
|
|
2022
Q1 | $301K | Buy |
+1,814
| New | +$301K | 0.07% | 125 |
|