Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $645K | Sell |
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|
2022
Q4 | $680K | Buy |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $76K | Hold |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $136K | Sell |
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|
2019
Q3 | $128K | Hold |
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|
2019
Q2 | $127K | Hold |
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|
2019
Q1 | $123K | Sell |
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|
2018
Q4 | $112K | Sell |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $259K | Sell |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $424K | Sell |
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|
2017
Q2 | $940K | Buy |
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|
2017
Q1 | $499K | Buy |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Sell |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Buy |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $5K | Hold |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $6K | Buy |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
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