Goodman Advisory 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
Q4 | – | Sell |
-1,780
| Closed | -$270K | – | 165 |
|
|
2023
Q3 | $270K | Hold |
1,780
| – | – | 0.1% | 61 |
|
|
2023
Q2 | $281K | Hold |
1,780
| – | – | 0.1% | 53 |
|
|
2023
Q1 | $271K | Hold |
1,780
| – | – | 0.15% | 42 |
|
|
2022
Q4 | $270K | Sell |
1,780
-13
| -0.7% | -$1.97K | 0.16% | 39 |
|
|
2022
Q3 | $244K | Hold |
1,793
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $260K | Sell |
1,793
-420
| -19% | -$60.9K | 0.12% | 40 |
|
|
2022
Q1 | $367K | Sell |
2,213
-29,161
| -93% | -$4.84M | 0.13% | 53 |
|
|
2021
Q4 | $5.27M | Buy |
+31,374
| New | +$5.27M | 1.78% | 20 |
|