HoyleCohen’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
Q2
$716K Sell
2024
Q1
$745K Hold
2023
Q4
$687K Buy
2023
Q3
$618K Hold
2023
Q2
$642K Hold
2023
Q1
$619K Sell
2022
Q4
$735K Buy