B. Riley 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 | $21.1K | Buy |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $505K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $315K | Sell |
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|
2020
Q1 | $520K | Buy |
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|
2019
Q4 | $706K | Sell |
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|
2019
Q3 | $664K | Sell |
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|
2019
Q2 | $663 | Sell |
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|
2019
Q1 | $647K | Buy |
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|
2018
Q4 | $497K | Buy |
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|
2018
Q3 | $532K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $132K | Sell |
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|
2015
Q1 | $135K | Sell |
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|
2014
Q4 | $149K | Sell |
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|
2014
Q3 | $192K | Buy |
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|
2014
Q2 | $194K | Buy |
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|
2014
Q1 | $185K | Buy |
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