Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.03M | Sell |
|
|||||
|
2023
Q1 | $998K | Hold |
|
|||||
|
2022
Q4 | $994K | Hold |
|
|||||
|
2022
Q3 | $891K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.08M | Hold |
|
|||||
|
2021
Q4 | $1.1M | Hold |
|
|||||
|
2021
Q3 | $1.02M | Hold |
|
|||||
|
2021
Q2 | $1.03M | Hold |
|
|||||
|
2021
Q1 | $989K | Buy |
|
|||||
|
2020
Q4 | $888K | Sell |
|
|||||
|
2020
Q3 | $784K | Sell |
|
|||||
|
2020
Q2 | $753K | Sell |
|
|||||
|
2020
Q1 | $685K | Buy |
|
|||||
|
2019
Q4 | $935K | Buy |
|
|||||
|
2019
Q3 | $857K | Sell |
|
|||||
|
2019
Q2 | $896K | Buy |
|
|||||
|
2019
Q1 | $870K | Buy |
|
|||||
|
2018
Q4 | $782K | Buy |
|
|||||
|
2018
Q3 | $873K | Buy |
|
|||||
|
2018
Q2 | $837K | Hold |
|
|||||
|
2018
Q1 | $827K | Buy |
|
|||||
|
2017
Q4 | $857K | Buy |
|
|||||
|
2017
Q3 | $817K | Buy |
|
|||||
|
2017
Q2 | $797K | Hold |
|
|||||
|
2017
Q1 | $787K | Buy |
|
|||||
|
2016
Q4 | $742K | Hold |
|
|||||
|
2016
Q3 | $700K | Hold |
|
|||||
|
2016
Q2 | $684K | Sell |
|
|||||
|
2016
Q1 | $684K | Sell |
|
|||||
|
2015
Q4 | $788K | Hold |
|
|||||
|
2015
Q3 | $751K | Sell |
|
|||||
|
2015
Q2 | $866K | Sell |
|
|||||
|
2015
Q1 | $928K | Hold |
|
|||||
|
2014
Q4 | $940K | Buy |
|
|||||
|
2014
Q3 | $621K | Hold |
|
|||||
|
2014
Q2 | $629K | Hold |
|
|||||
|
2014
Q1 | $599K | Hold |
|
|||||
|
2013
Q4 | $585K | Buy |
|
|||||
|
2013
Q3 | $516K | Buy |
|
|||||
|
2013
Q2 | $487K | Buy |
|