Clarkston Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-495
| Closed | -$81.8K | – | 163 |
|
|
2023
Q4 | $81.8K | Hold |
495
| – | – | ﹤0.01% | 144 |
|
|
2023
Q3 | $75.2K | Hold |
495
| – | – | ﹤0.01% | 145 |
|
|
2023
Q2 | $78.1K | Buy |
+495
| New | +$78.1K | ﹤0.01% | 149 |
|
|
2021
Q3 | – | Sell |
-860
| Closed | -$136K | – | 183 |
|
|
2021
Q2 | $136K | Buy |
+860
| New | +$136K | ﹤0.01% | 148 |
|