Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $924K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $2.88M | Sell |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $389K | Sell |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $390K | Sell |
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|
2018
Q4 | $413K | Buy |
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|
2018
Q3 | $50K | Sell |
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|
2018
Q2 | $55K | Sell |
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|
2018
Q1 | $140K | Buy |
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|
2017
Q4 | $121K | Buy |
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|
2017
Q3 | $100K | Sell |
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|
2017
Q2 | $99K | Sell |
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|
2017
Q1 | $100K | Hold |
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|
2016
Q4 | $100K | Buy |
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