Halpern Financial’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 | $1.94M | Hold |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.84M | Hold |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $3.26M | Sell |
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|
2022
Q4 | $3.37M | Sell |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $3.76M | Buy |
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|
2021
Q4 | $993K | Sell |
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|
2021
Q3 | $933K | Buy |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $675K | Hold |
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|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $344K | Sell |
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|
2019
Q4 | $755K | Buy |
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