Financial Services Advisory’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
Q2 | – | Sell |
-3,019
| Closed | -$501K | – | 18 |
|
|
2022
Q1 | $501K | Buy |
3,019
+6
| +0.2% | +$996 | 0.78% | 21 |
|
|
2021
Q4 | $506K | Sell |
3,013
-46
| -2% | -$7.73K | 0.16% | 40 |
|
|
2021
Q3 | $479K | Buy |
3,059
+56
| +2% | +$8.77K | 0.16% | 41 |
|
|
2021
Q2 | $476K | Buy |
+3,003
| New | +$476K | 0.2% | 36 |
|
|
2020
Q1 | – | Sell |
-104,477
| Closed | -$14.3M | – | 15 |
|
|
2019
Q4 | $14.3M | Buy |
+104,477
| New | +$14.3M | 5.89% | 7 |
|