Balasa Dinverno & Foltz’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
Q3 | $52.1M | Sell |
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|
2022
Q2 | $56.8M | Sell |
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|
2022
Q1 | $66.1M | Sell |
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|
2021
Q4 | $67.8M | Sell |
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|
2021
Q3 | $63.7M | Sell |
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|
2021
Q2 | $65.2M | Sell |
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|
2021
Q1 | $62.7M | Sell |
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|
2020
Q4 | $58.9M | Sell |
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|
2020
Q3 | $51.4M | Sell |
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|
2020
Q2 | $49.2M | Sell |
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|
2020
Q1 | $57.3M | Buy |
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|
2019
Q4 | $67.2M | Sell |
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|
2019
Q3 | $63.9M | Sell |
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|
2019
Q2 | $65M | Sell |
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|
2019
Q1 | $64.6M | Sell |
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|
2018
Q4 | $77.1M | Buy |
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|
2018
Q3 | $68M | Sell |
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|
2018
Q2 | $67M | Sell |
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|
2018
Q1 | $67.8M | Sell |
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|
2017
Q4 | $74.4M | Sell |
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|
2017
Q3 | $71.8M | Sell |
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|
2017
Q2 | $71.3M | Sell |
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|
2017
Q1 | $71.7M | Sell |
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|
2016
Q4 | $72.5M | Sell |
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|
2016
Q3 | $69.1M | Sell |
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|
2016
Q2 | $69.2M | Sell |
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|
2016
Q1 | $67.2M | Sell |
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|
2015
Q4 | $71M | Sell |
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|
2015
Q3 | $69.1M | Sell |
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|
2015
Q2 | $79.3M | Sell |
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|
2015
Q1 | $82M | Sell |
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|
2014
Q4 | $86.3M | Sell |
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|
2014
Q3 | $87.1M | Sell |
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|
2014
Q2 | $147M | Buy |
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|
2014
Q1 | $138M | Buy |
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|
2013
Q4 | $133M | Buy |
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|
2013
Q3 | $122M | Buy |
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|
2013
Q2 | $118M | Buy |
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