First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $129K | Hold |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $140K | Sell |
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|
2021
Q4 | $149K | Sell |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $196K | Hold |
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|
2020
Q3 | $169K | Hold |
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|
2020
Q2 | $161K | Hold |
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|
2020
Q1 | $142K | Hold |
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|
2019
Q4 | $195K | Buy |
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|
2019
Q3 | $114K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $175K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7.85M | Sell |
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|
2017
Q1 | $18M | Hold |
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|
2016
Q4 | $17.5M | Buy |
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|
2016
Q3 | $9.74M | Buy |
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|
2016
Q2 | $148K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13K | Buy |
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