Coury Firm Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $952K | Sell |
6,267
-1,091
| -15% | -$166K | 1.52% | 12 |
|
|
2023
Q2 | $1.16M | Buy |
7,358
+1,489
| +25% | +$235K | 1.68% | 11 |
|
|
2023
Q1 | $894K | Buy |
5,869
+30
| +0.5% | +$4.57K | 1.26% | 17 |
|
|
2022
Q4 | $885K | Buy |
5,839
+75
| +1% | +$11.4K | 1.32% | 15 |
|
|
2022
Q3 | $784K | Hold |
5,764
| – | – | 1.18% | 17 |
|
|
2022
Q2 | $836K | Buy |
5,764
+86
| +2% | +$12.5K | 1.11% | 16 |
|
|
2022
Q1 | $942K | Buy |
5,678
+274
| +5% | +$45.5K | 0.82% | 21 |
|
|
2021
Q4 | $907K | Buy |
+5,404
| New | +$907K | 0.69% | 23 |
|