HM Capital Management’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  | $2.79M | Sell | 
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| 
        
          
      
        2022
         Q2  | $3.05M | Hold | 
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| 
        
          
      
        2022
         Q1  | $3.49M | Sell | 
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| 
        
          
      
        2021
         Q4  | $3.56M | Hold | 
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| 
        
          
      
        2021
         Q3  | $3.32M | Sell | 
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| 
        
          
      
        2021
         Q2  | $3.39M | Sell | 
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| 
        
          
      
        2021
         Q1  | $3.25M | Hold | 
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| 
        
          
      
        2020
         Q4  | $2.93M | Hold | 
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| 
        
          
      
        2020
         Q3  | $2.53M | Hold | 
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| 
        
          
      
        2020
         Q2  | $2.42M | Sell | 
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| 
        
          
      
        2020
         Q1  | $2.15M | Hold | 
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| 
        
          
      
        2019
         Q4  | $2.96M | Sell | 
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| 
        
          
      
        2019
         Q3  | $2.79M | Hold | 
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| 
        
          
      
        2019
         Q2  | $2.77M | Sell | 
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| 
        
          
      
        2019
         Q1  | $2.88M | Buy | 
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| 
        
          
      
        2018
         Q4  | $1.95M | Buy | 
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| 
        
          
      
        2018
         Q3  | $2.22M | Hold | 
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| 
        
          
      
        2018
         Q2  | $2.12M | Hold | 
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| 
        
          
      
        2018
         Q1  | $2.1M | Sell | 
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| 
        
          
      
        2017
         Q4  | $2.25M | Hold | 
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| 
        
          
      
        2017
         Q3  | $2.14M | Sell | 
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| 
        
          
      
        2017
         Q2  | $2.13M | Hold | 
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| 
        
          
      
        2017
         Q1  | $2.1M | Hold | 
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| 
        
          
      
        2016
         Q4  | $2.05M | Sell | 
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| 
        
          
      
        2016
         Q3  | $2.13M | Sell | 
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| 
        
          
      
        2016
         Q2  | $2.24M | Sell | 
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| 
        
          
      
        2016
         Q1  | $2.54M | Hold | 
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| 
        
          
      
        2015
         Q4  | $2.52M | Sell | 
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| 
        
          
      
        2015
         Q3  | $2.4M | Hold | 
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| 
        
          
      
        2015
         Q2  | $2.66M | Sell | 
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| 
        
          
      
        2015
         Q1  | $2.77M | Sell | 
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| 
        
          
      
        2014
         Q4  | $4.03M | Hold | 
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| 
        
          
      
        2014
         Q3  | $3.86M | Buy | 
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| 
        
          
      
        2014
         Q2  | $3.83M | Buy | 
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| 
        
          
      
        2014
         Q1  | $3.16M | Sell | 
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| 
        
          
      
        2013
         Q4  | $3.3M | Buy | 
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| 
        
          
      
        2013
         Q3  | $2.98M | Buy | 
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| 
        
          
      
        2013
         Q2  | $2.34M | Buy | 
         |