Boenning & Scattergood’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $635K | Buy |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $517K | Buy |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | $249K | Buy |
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|
2018
Q4 | $201K | Buy |
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|
2018
Q3 | $229K | Buy |
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