Fullen Financial 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
Q1 | $2.07M | Sell |
13,400
-171
| -1% | -$26.4K | 1.12% | 21 |
|
|
2022
Q4 | $2.16M | Sell |
13,571
-139
| -1% | -$22.2K | 1.23% | 20 |
|
|
2022
Q3 | $2.05M | Sell |
13,710
-80
| -0.6% | -$12K | 1.31% | 21 |
|
|
2022
Q2 | $2M | Buy |
13,790
+34
| +0.2% | +$4.93K | 1.29% | 21 |
|
|
2022
Q1 | $2.28M | Sell |
13,756
-620
| -4% | -$103K | 1.33% | 21 |
|
|
2021
Q4 | $2.41M | Sell |
14,376
-741
| -5% | -$124K | 1.35% | 21 |
|
|
2021
Q3 | $2.4M | Sell |
15,117
-209
| -1% | -$33.2K | 1.37% | 21 |
|
|
2021
Q2 | $2.43M | Buy |
15,326
+30
| +0.2% | +$4.76K | 1.43% | 21 |
|
|
2021
Q1 | $2.32M | Sell |
15,296
-206
| -1% | -$31.2K | 1.48% | 21 |
|
|
2020
Q4 | $2.12M | Sell |
15,502
-59
| -0.4% | -$8.07K | 1.44% | 21 |
|
|
2020
Q3 | $1.84M | Buy |
15,561
+3
| +0% | +$354 | 1.4% | 22 |
|
|
2020
Q2 | $1.75M | Buy |
+15,558
| New | +$1.75M | 1.45% | 22 |
|