Gofen & Glossberg’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gofen & Glossberg’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$729K	Hold
2022 Q3	$653K	Sell
2022 Q2	$923K	Buy
2022 Q1	$1.04M	Hold
2021 Q4	$1.05M	Buy
2021 Q3	$896K	Buy
2021 Q2	$904K	Hold
2021 Q1	$864K	Hold
2020 Q4	$779K	Sell
2020 Q3	$695K	Hold
2020 Q2	$663K	Sell
2020 Q1	$643K	Hold
2019 Q4	$885K	Buy
2019 Q3	$732K	Buy
2019 Q2	$538K	Hold
2019 Q1	$522K	Buy
2018 Q4	$455K	Hold
2018 Q3	$519K	Hold
2018 Q2	$498K	Hold
2018 Q1	$492K	Hold
2017 Q4	$510K	Hold
2017 Q3	$486K	Hold
2017 Q2	$477K	Hold
2017 Q1	$471K	Hold
2016 Q4	$459K	Hold
2016 Q3	$433K	Sell
2016 Q2	$431K	Hold
2016 Q1	$412K	Buy
2015 Q4	$401K	Hold
2015 Q3	$382K	Hold
2015 Q2	$423K	Hold
2015 Q1	$423K	Hold
2014 Q4	$428K	Hold
2014 Q3	$410K	Hold
2014 Q2	$415K	Hold
2014 Q1	$388K	Hold
2013 Q4	$386K	Hold
2013 Q3	$353K	Hold
2013 Q2	$344K	Buy