FormulaFolio Investments’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
Q1 | – | Sell |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $239K | Sell |
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|
2017
Q1 | $243K | Sell |
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|
2016
Q4 | $270K | Buy |
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|
2016
Q3 | $253K | Buy |
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|
2016
Q2 | $229K | Buy |
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