Executive Wealth Management’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
Q4 | – | Sell |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $220 | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $117K | Buy |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $102K | Buy |
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