First Mercantile Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $198K | Sell |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $719K | Buy |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $185K | Sell |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $89K | Sell |
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|
2018
Q4 | $386K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $379K | Buy |
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