Bison Wealth’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
Q4 | $763K | Buy |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $368K | Hold |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $80K | Sell |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $177K | Sell |
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|
2021
Q3 | $527K | Sell |
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|
2021
Q2 | $862K | Sell |
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|
2021
Q1 | $903K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $607K | Buy |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $731K | Buy |
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|
2019
Q3 | $336K | Hold |
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|
2019
Q2 | $333K | Hold |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $289K | Hold |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $338K | Buy |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $310K | Hold |
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|
2017
Q2 | $304K | Buy |
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|
2017
Q1 | $240K | Buy |
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|
2016
Q4 | $228K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $875K | Buy |
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