Calton & Associates’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
Q2 | – | Sell |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $967K | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $2.66M | Sell |
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|
2021
Q2 | $10M | Sell |
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|
2021
Q1 | $14.9M | Sell |
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|
2020
Q4 | $21.6M | Sell |
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|
2020
Q3 | $24.3M | Sell |
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|
2020
Q2 | $27.6M | Buy |
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|
2020
Q1 | $23.6M | Buy |
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|
2019
Q4 | $32.1M | Buy |
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|
2019
Q3 | $29.6M | Buy |
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|
2019
Q2 | $27.1M | Buy |
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|
2019
Q1 | $25.4M | Buy |
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|
2018
Q4 | $21.8M | Sell |
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|
2018
Q3 | $25.6M | Buy |
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|
2018
Q2 | $25.3M | Buy |
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|
2018
Q1 | $16.8M | Buy |
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|
2017
Q4 | $16.8M | Buy |
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