Burney Company’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,219
| Closed | -$204K | – | 585 |
|
|
2021
Q4 | $204K | Buy |
+1,219
| New | +$204K | 0.01% | 567 |
|
|
2020
Q1 | – | Sell |
-2,660
| Closed | -$363K | – | 453 |
|
|
2019
Q4 | $363K | Buy |
+2,660
| New | +$363K | 0.02% | 372 |
|
|
2019
Q1 | – | Sell |
-2,520
| Closed | -$280K | – | 451 |
|
|
2018
Q4 | $280K | Buy |
+2,520
| New | +$280K | 0.02% | 371 |
|