Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $200K | Hold |
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|
2023
Q4 | $184K | Buy |
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|
2023
Q3 | $169K | Hold |
|
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|
2023
Q2 | $176K | Sell |
|
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|
2023
Q1 | $217K | Buy |
|
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $241K | Buy |
|
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $74K | Sell |
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|
2020
Q4 | $76K | Buy |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $109K | Sell |
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|
2019
Q3 | $2.68M | Sell |
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|
2019
Q2 | $2.7M | Sell |
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|
2019
Q1 | $2.65M | Buy |
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