Andesa Financial 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
Q4 | – | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $269K | Buy |
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $395K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $589K | Sell |
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|
2019
Q1 | $584K | Buy |
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|
2018
Q4 | $334K | Sell |
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|
2018
Q3 | $474K | Sell |
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|
2018
Q2 | $514K | Sell |
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|
2018
Q1 | $654K | Sell |
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|
2017
Q4 | $1.15M | Buy |
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