Front Barnett Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $854K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $865K | Sell |
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|
2022
Q4 | $864K | Hold |
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|
2022
Q3 | $775K | Sell |
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|
2022
Q2 | $841K | Sell |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q4 | $917K | Sell |
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|
2021
Q3 | $887K | Sell |
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|
2021
Q2 | $901K | Sell |
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|
2021
Q1 | $862K | Sell |
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|
2020
Q4 | $898K | Sell |
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|
2020
Q3 | $776K | Buy |
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|
2020
Q2 | $727K | Buy |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $970K | Buy |
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|
2019
Q2 | $949K | Sell |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $340K | Sell |
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|
2018
Q2 | $329K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $344K | Buy |
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|
2017
Q3 | $263K | Sell |
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|
2017
Q2 | $283K | Hold |
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|
2017
Q1 | $279K | Sell |
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|
2016
Q4 | $273K | Buy |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $209K | Hold |
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|
2015
Q4 | $207K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Hold |
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|
2015
Q1 | $219K | Buy |
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