Goldstein Munger & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.95M | Hold |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $12.1M | Hold |
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|
2021
Q4 | $12.3M | Hold |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $11.6M | Hold |
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|
2021
Q1 | $11.1M | Sell |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $8.77M | Buy |
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|
2020
Q2 | $8.18M | Buy |
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|
2020
Q1 | $6.47M | Sell |
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|
2019
Q4 | $9.03M | Buy |
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|
2019
Q3 | $8.44M | Sell |
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|
2019
Q2 | $8.4M | Sell |
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|
2019
Q1 | $8.18M | Hold |
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|
2018
Q4 | $7.36M | Sell |
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|
2018
Q3 | $9.43M | Hold |
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|
2018
Q2 | $9.04M | Sell |
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|
2018
Q1 | $9.16M | Sell |
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|
2017
Q4 | $10.1M | Sell |
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|
2017
Q3 | $9.69M | Sell |
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|
2017
Q2 | $9.71M | Sell |
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|
2017
Q1 | $9.59M | Sell |
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|
2016
Q4 | $9.53M | Sell |
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|
2016
Q3 | $9.11M | Sell |
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|
2016
Q2 | $9.15M | Sell |
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|
2016
Q1 | $9M | Buy |
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|
2015
Q4 | $8.9M | Buy |
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|
2015
Q3 | $8.48M | Buy |
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|
2015
Q2 | $9.37M | Sell |
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|
2015
Q1 | $9.5M | Sell |
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|
2014
Q4 | $9.72M | Sell |
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|
2014
Q3 | $9.52M | Buy |
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|
2014
Q2 | $9.62M | Sell |
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|
2014
Q1 | $9.3M | Sell |
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|
2013
Q4 | $9.13M | Sell |
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|
2013
Q3 | $8.53M | Sell |
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|
2013
Q2 | $8.64M | Buy |
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