Claraphi Advisory Network’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
Q4 | $651K | Buy |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $240K | Buy |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $253K | Hold |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $358K | Buy |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $395K | Buy |
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