Fi3 Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,384
| Closed | -$324K | – | 72 |
|
|
2022
Q3 | $324K | Hold |
2,384
| – | – | 0.3% | 31 |
|
|
2022
Q2 | $344K | Sell |
2,384
-533
| -18% | -$76.9K | 0.28% | 32 |
|
|
2022
Q1 | $484K | Hold |
2,917
| – | – | 0.38% | 25 |
|
|
2021
Q4 | $490K | Buy |
2,917
+300
| +11% | +$50.4K | 0.32% | 26 |
|
|
2021
Q3 | $410K | Buy |
2,617
+77
| +3% | +$12.1K | 0.27% | 28 |
|
|
2021
Q2 | $409K | Buy |
2,540
+316
| +14% | +$50.9K | 0.28% | 29 |
|
|
2021
Q1 | $337K | Buy |
+2,224
| New | +$337K | 0.29% | 31 |
|