Baugh & Associates’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
Q3 | – | Sell |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $227K | Hold |
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|
2017
Q4 | $235K | Buy |
|