Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-597
| Closed | -$98.7K | – | 294 |
|
|
2023
Q4 | $98.7K | Hold |
597
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $90.6K | Hold |
597
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $94.2K | Buy |
+597
| New | +$94.2K | 0.03% | 161 |
|
|
2022
Q3 | – | Sell |
-553
| Closed | -$80K | – | 303 |
|
|
2022
Q2 | $80K | Hold |
553
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $92K | Hold |
553
| – | – | 0.03% | 163 |
|
|
2021
Q4 | $93K | Hold |
553
| – | – | 0.03% | 166 |
|
|
2021
Q3 | $87K | Hold |
553
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $88K | Hold |
553
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $84K | Buy |
+553
| New | +$84K | 0.03% | 173 |
|
|
2019
Q1 | – | Sell |
-117
| Closed | -$13K | – | 718 |
|
|
2018
Q4 | $13K | Buy |
+117
| New | +$13K | 0.01% | 343 |
|