Hoover Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $758K | Buy |
4,776
+11
| +0.2% | +$1.75K | 0.13% | 63 |
|
|
2021
Q1 | $760K | Buy |
4,765
+13
| +0.3% | +$2.07K | 0.14% | 60 |
|
|
2020
Q4 | $675K | Buy |
4,752
+15
| +0.3% | +$2.13K | 0.17% | 50 |
|
|
2020
Q3 | $560K | Sell |
4,737
-381
| -7% | -$45K | 0.18% | 48 |
|
|
2020
Q2 | $576K | Buy |
5,118
+45
| +0.9% | +$5.06K | 0.22% | 41 |
|
|
2020
Q1 | $503K | Hold |
5,073
| – | – | 0.28% | 36 |
|
|
2019
Q4 | $692K | Buy |
5,073
+45
| +0.9% | +$6.14K | 0.34% | 36 |
|
|
2019
Q3 | $645K | Sell |
5,028
-79
| -2% | -$10.1K | 0.57% | 23 |
|
|
2019
Q2 | $650K | Buy |
5,107
+11
| +0.2% | +$1.4K | 0.6% | 21 |
|
|
2019
Q1 | $629K | Buy |
5,096
+11
| +0.2% | +$1.36K | 0.6% | 22 |
|
|
2018
Q4 | $565K | Buy |
+5,085
| New | +$565K | 0.62% | 21 |
|