BAM
Baldrige Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $164K | Hold |
1,080
| – | – | 0.07% | 118 |
|
|
2022
Q4 | $164K | Sell |
1,080
-250
| -19% | -$38K | 0.07% | 111 |
|
|
2022
Q3 | $181K | Hold |
1,330
| – | – | 0.09% | 104 |
|
|
2022
Q2 | $193K | Hold |
1,330
| – | – | 0.09% | 107 |
|
|
2022
Q1 | $221K | Hold |
1,330
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $223K | Hold |
1,330
| – | – | 0.09% | 105 |
|
|
2021
Q3 | $208K | Buy |
1,330
+61
| +5% | +$9.54K | 0.09% | 102 |
|
|
2021
Q2 | $201K | Buy |
+1,269
| New | +$201K | 0.09% | 100 |
|