BT Wealth Management’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
         Q2  | $1.36M | Hold | 
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        2022
         Q1  | $1.55M | Hold | 
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| 
        
          
      
        2021
         Q4  | $1.57M | Hold | 
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| 
        
          
      
        2021
         Q3  | $1.47M | Sell | 
         | 
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| 
        
          
      
        2021
         Q2  | $1.93M | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $1.84M | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $1.67M | Buy | 
         | 
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| 
        
          
      
        2020
         Q3  | $1.44M | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | $1.38M | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $1.27M | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $1.88M | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $1.77M | Hold | 
         | 
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| 
        
          
      
        2019
         Q2  | $1.71M | Sell | 
         | 
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| 
        
          
      
        2019
         Q1  | $1.96M | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $2M | Buy | 
         |