Gratus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $468K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $768K | Hold |
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|
2023
Q2 | $798K | Hold |
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|
2023
Q1 | $770K | Hold |
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|
2022
Q4 | $767K | Sell |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $745K | Buy |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $745K | Hold |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $402K | Sell |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $584K | Buy |
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|
2019
Q3 | $517K | Sell |
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|
2019
Q2 | $573K | Buy |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $481K | Hold |
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|
2018
Q3 | $548K | Buy |
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