Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $982K | Hold |
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|
2021
Q2 | $996K | Hold |
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|
2021
Q1 | $951K | Sell |
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|
2020
Q4 | $877K | Buy |
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|
2020
Q3 | $500K | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $556K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $968K | Buy |
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|
2019
Q2 | $950K | Sell |
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|
2019
Q1 | $945K | Sell |
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|
2018
Q4 | $867K | Sell |
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|
2018
Q3 | $1.22M | Sell |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.07M | Buy |
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