Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $957K | Hold |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $902K | Buy |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $902K | Buy |
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|
2024
Q2 | $786K | Hold |
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|
2024
Q1 | $807K | Sell |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $685K | Hold |
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|
2023
Q2 | $712K | Hold |
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|
2023
Q1 | $687K | Buy |
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|
2022
Q4 | $681K | Buy |
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|
2022
Q3 | $594K | Buy |
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|
2022
Q2 | $626K | Hold |
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|
2022
Q1 | $717K | Hold |
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|
2021
Q4 | $725K | Hold |
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|
2021
Q3 | $676K | Hold |
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|
2021
Q2 | $685K | Hold |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $486K | Hold |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $72K | Buy |
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|
2018
Q4 | $58K | Sell |
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|
2018
Q3 | $74K | Buy |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $27K | Hold |
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|
2017
Q3 | $26K | Buy |
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