Householder Group Estate & Retirement Specialist’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
Q4 | $19K | Sell |
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|
2024
Q3 | $424K | Sell |
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2024
Q2 | $486K | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q1 | $867K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $863K | Buy |
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|
2022
Q2 | $576K | Buy |
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|
2022
Q1 | $510K | Buy |
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|
2021
Q4 | $515K | Buy |
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