AGP
Autumn Glory Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
14,228
-31
| -0.2% | -$6.02K | 1.29% | 18 |
|
|
2025
Q1 | $2.68M | Sell |
14,259
-294
| -2% | -$55.3K | 1.33% | 17 |
|
|
2024
Q4 | $2.69M | Hold |
14,553
| – | – | 1.32% | 17 |
|
|
2024
Q3 | $2.76M | Hold |
14,553
| – | – | 1.06% | 23 |
|
|
2024
Q2 | $2.54M | Hold |
14,553
| – | – | 1.3% | 17 |
|
|
2024
Q1 | $2.61M | Hold |
14,553
| – | – | 1.28% | 20 |
|
|
2023
Q4 | $2.37M | Hold |
14,553
| – | – | 1.35% | 17 |
|
|
2023
Q3 | $2.21M | Buy |
14,553
+34
| +0.2% | +$5.16K | 1.35% | 21 |
|
|
2023
Q2 | $2.29M | Sell |
14,519
-129
| -0.9% | -$20.4K | 1.68% | 14 |
|
|
2023
Q1 | $2.23M | Hold |
14,648
| – | – | 1.91% | 16 |
|
|
2022
Q4 | $2.22M | Hold |
14,648
| – | – | 1.19% | 24 |
|
|
2022
Q3 | $1.99M | Hold |
14,648
| – | – | 1.34% | 21 |
|
|
2022
Q2 | $2.12M | Sell |
14,648
-11
| -0.1% | -$1.6K | 1.57% | 17 |
|
|
2022
Q1 | $2.43M | Hold |
14,659
| – | – | 1.41% | 16 |
|
|
2021
Q4 | $2.46M | Buy |
+14,659
| New | +$2.46M | 1.03% | 28 |
|