Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $1.92M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $589K | Buy |
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|
2018
Q3 | $391K | Sell |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $389K | Hold |
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|
2017
Q4 | $404K | Buy |
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|
2017
Q3 | $299K | Sell |
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|
2017
Q2 | $331K | Buy |
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|
2017
Q1 | $292K | Hold |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $14K | Sell |
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|
2015
Q4 | $117K | Sell |
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|
2015
Q3 | $124K | Buy |
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|
2015
Q2 | $124K | Sell |
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|
2015
Q1 | $131K | Buy |
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|
2014
Q4 | $15K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $107K | Hold |
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|
2014
Q1 | $102K | Hold |
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|
2013
Q4 | $99K | Hold |
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|
2013
Q3 | $90K | Buy |
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