BerganKDV 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
Q2 | $147K | Hold |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $173K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $52K | Sell |
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|
2019
Q1 | $133K | Buy |
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|
2018
Q4 | $104K | Hold |
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|
2018
Q3 | $118K | Hold |
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|
2018
Q2 | $113K | Buy |
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