GYL Financial Synergies’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
Q3 | $678K | Sell |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $587K | Sell |
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|
2023
Q3 | $551K | Hold |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $543K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $599K | Buy |
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