Appleton Group’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
Q3 | $973K | Buy |
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|
2023
Q2 | $970K | Buy |
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|
2023
Q1 | $916K | Buy |
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|
2022
Q4 | $888K | Hold |
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|
2022
Q3 | $796K | Hold |
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|
2022
Q2 | $849K | Buy |
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|
2022
Q1 | $945K | Sell |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $999K | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $954K | Buy |
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|
2020
Q4 | $835K | Hold |
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|
2020
Q3 | $722K | Buy |
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|
2020
Q2 | $660K | Buy |
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|
2020
Q1 | $579K | Buy |
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|
2019
Q4 | $761K | Sell |
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|
2019
Q3 | $3.13M | Sell |
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|
2019
Q2 | $4.55M | Buy |
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|
2019
Q1 | $4.28M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6.09M | Buy |
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|
2018
Q2 | $4.47M | Sell |
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|
2018
Q1 | $4.43M | Sell |
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|
2017
Q4 | $4.77M | Buy |
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|
2017
Q3 | $4.52M | Buy |
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|
2017
Q2 | $4.39M | Sell |
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|
2017
Q1 | $4.36M | Sell |
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|
2016
Q4 | $4.53M | Sell |
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|
2016
Q3 | $9.07M | Sell |
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|
2016
Q2 | $10.7M | Sell |
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|
2016
Q1 | $15.8M | Buy |
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|
2015
Q4 | $10.8M | Buy |
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|
2015
Q3 | $3.59M | Sell |
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|
2015
Q2 | $10.9M | Buy |
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|
2015
Q1 | $10.7M | Buy |
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|
2014
Q4 | $10.5M | Buy |
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|
2014
Q3 | $10.5M | Sell |
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|
2014
Q2 | $10.7M | Buy |
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|
2014
Q1 | $10.1M | Sell |
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|
2013
Q4 | $10.4M | Buy |
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|
2013
Q3 | $9.27M | Sell |
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|
2013
Q2 | $9.05M | Buy |
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