First Capital Advisors Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $14.5K | Hold |
92
| – | – | 0.01% | 476 |
|
2023
Q1 | $14K | Hold |
92
| – | – | 0.01% | 185 |
|
2022
Q4 | $14K | Hold |
92
| – | – | 0.01% | 197 |
|
2022
Q3 | $13K | Buy |
+92
| New | +$13K | 0.01% | 181 |
|
2018
Q2 | – | Sell |
-303
| Closed | -$36K | – | 461 |
|
2018
Q1 | $36K | Buy |
+303
| New | +$36K | 0.02% | 322 |
|