Ferris Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $510K | Sell |
|
|||||
|
2021
Q4 | $562K | Hold |
|
|||||
|
2021
Q3 | $557K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $507K | Hold |
|
|||||
|
2020
Q4 | $458K | Hold |
|
|||||
|
2020
Q3 | $395K | Buy |
|
|||||
|
2020
Q2 | $353K | Hold |
|
|||||
|
2020
Q1 | $311K | Hold |
|
|||||
|
2019
Q4 | $428K | Hold |
|
|||||
|
2019
Q3 | $402K | Hold |
|
|||||
|
2019
Q2 | $399K | Buy |
|
|||||
|
2019
Q1 | $338K | Buy |
|
|||||
|
2018
Q4 | $161K | Buy |
|
|||||
|
2018
Q3 | $161K | Hold |
|
|||||
|
2018
Q2 | $155K | Hold |
|
|||||
|
2018
Q1 | $153K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $114K | Buy |
|