Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $422K | Sell |
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|
2019
Q3 | $414K | Buy |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $296K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $317K | Hold |
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|
2018
Q1 | $314K | Buy |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $306K | Buy |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $294K | Buy |
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|
2016
Q4 | $285K | Buy |
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|
2016
Q3 | $267K | Sell |
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|
2016
Q2 | $356K | Buy |
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|
2016
Q1 | $335K | Sell |
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|
2015
Q4 | $451K | Buy |
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|
2015
Q3 | $427K | Buy |
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|
2015
Q2 | $343K | Buy |
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