Fairhaven 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 | $1.16M | Buy |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $946K | Hold |
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|
2023
Q2 | $984K | Buy |
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|
2022
Q4 | $945K | Hold |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $904K | Buy |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $974K | Buy |
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|
2021
Q2 | $726K | Hold |
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|
2021
Q1 | $693K | Sell |
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|
2020
Q4 | $635K | Buy |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $469K | Buy |
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