Baldrige Asset 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
2023
Q1
$164K Hold
2022
Q4
$164K Sell
2022
Q3
$181K Hold
2022
Q2
$193K Hold
2022
Q1
$221K Hold
2021
Q4
$223K Hold
2021
Q3
$208K Buy
2021
Q2
$201K Buy