Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.7K | Hold |
151
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $26.3K | Hold |
151
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $27K | Hold |
151
| – | – | 0.02% | 143 |
|
|
2023
Q4 | $25K | Sell |
151
-537
| -78% | -$88.7K | 0.02% | 142 |
|
|
2023
Q3 | $104K | Sell |
688
-24
| -3% | -$3.64K | 0.08% | 112 |
|
|
2023
Q2 | $112K | Buy |
712
+63
| +10% | +$9.94K | 0.08% | 121 |
|
|
2023
Q1 | $98.8K | Buy |
+649
| New | +$98.8K | 0.07% | 117 |
|