Bridge Advisory’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
Q4
Sell
2023
Q3
$257K Hold
2023
Q2
$267K Buy
2023
Q1
$257K Sell
2022
Q4
$264K Buy
2022
Q3
$236K Buy
2022
Q2
$243K Buy
2022
Q1
$277K Buy
2021
Q4
$280K Buy
2021
Q3
$260K Buy
2021
Q2
$263K Buy
2021
Q1
$251K Sell
2020
Q4
$18.3M Buy