Bridgeworth’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 | $238K | Hold |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $265K | Hold |
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|
2021
Q3 | $247K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $171K | Buy |
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