Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $43.6K | Hold |
250
| – | – | 0.01% | 427 |
|
|
2024
Q1 | $44.8K | Hold |
250
| – | – | 0.01% | 423 |
|
|
2023
Q4 | $41.3K | Hold |
250
| – | – | 0.01% | 420 |
|
|
2023
Q3 | $38K | Sell |
250
-66
| -21% | -$10K | 0.01% | 403 |
|
|
2023
Q2 | $49.9K | Hold |
316
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $48.8K | Hold |
316
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $49.9K | Sell |
316
-39
| -11% | -$6.16K | 0.01% | 318 |
|
|
2022
Q3 | $49K | Sell |
355
-131
| -27% | -$18.1K | 0.02% | 307 |
|
|
2022
Q2 | $75K | Hold |
486
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $81K | Buy |
486
+23
| +5% | +$3.83K | 0.02% | 235 |
|
|
2021
Q4 | $78K | Hold |
463
| – | – | 0.02% | 229 |
|
|
2021
Q3 | $72K | Buy |
463
+190
| +70% | +$29.5K | 0.03% | 221 |
|
|
2021
Q2 | $43K | Buy |
273
+66
| +32% | +$10.4K | 0.02% | 281 |
|
|
2021
Q1 | $31K | Hold |
207
| – | – | 0.01% | 316 |
|
|
2020
Q4 | $28K | Hold |
207
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $24K | Hold |
207
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $23K | Hold |
207
| – | – | 0.01% | 111 |
|
|
2020
Q1 | $21K | Hold |
207
| – | – | 0.01% | 86 |
|
|
2019
Q4 | $28K | Hold |
207
| – | – | 0.01% | 84 |
|
|
2019
Q3 | $27K | Hold |
207
| – | – | 0.01% | 87 |
|
|
2019
Q2 | $26K | Hold |
207
| – | – | 0.01% | 94 |
|
|
2019
Q1 | $26K | Hold |
207
| – | – | 0.01% | 91 |
|
|
2018
Q4 | $23K | Buy |
+207
| New | +$23K | 0.01% | 92 |
|