ERTS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,201
| Closed | -$202K | – | 92 |
|
|
2021
Q4 | $202K | Buy |
+1,201
| New | +$202K | 0.05% | 87 |
|
|
2021
Q3 | – | Sell |
-1,265
| Closed | -$201K | – | 88 |
|
|
2021
Q2 | $201K | Buy |
+1,265
| New | +$201K | 0.05% | 91 |
|
|
2020
Q1 | – | Sell |
-1,503
| Closed | -$205K | – | 88 |
|
|
2019
Q4 | $205K | Buy |
+1,503
| New | +$205K | 0.09% | 81 |
|
|
2019
Q1 | – | Sell |
-3,048
| Closed | -$338K | – | 198 |
|
|
2018
Q4 | $338K | Buy |
+3,048
| New | +$338K | 0.24% | 53 |
|