JOYN Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $46.1M | Buy |
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|
2019
Q4 | $53.4M | Sell |
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2019
Q3 | $52.2M | Sell |
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|
2019
Q2 | $51M | Sell |
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|
2019
Q1 | $51.8M | Sell |
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|
2018
Q4 | $48.9M | Buy |
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|
2018
Q3 | $51M | Sell |
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|
2018
Q2 | $50.6M | Sell |
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|
2018
Q1 | $56.6M | Sell |
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|
2017
Q4 | $60.9M | Sell |
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|
2017
Q3 | $58.9M | Sell |
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|
2017
Q2 | $58.7M | Sell |
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|
2017
Q1 | $63.4M | Sell |
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|
2016
Q4 | $64.2M | Sell |
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|
2016
Q3 | $63.9M | Buy |
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|
2016
Q2 | $61.5M | Sell |
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|
2016
Q1 | $73.6M | Buy |
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|
2015
Q4 | $69.3M | Sell |
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|
2015
Q3 | $66.2M | Sell |
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|
2015
Q2 | $81M | Buy |
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|
2015
Q1 | $80.4M | Buy |
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|
2014
Q4 | $81.4M | Buy |
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|
2014
Q3 | $76.4M | Buy |
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|
2014
Q2 | $74.7M | Sell |
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|
2014
Q1 | $71.8M | Buy |
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|
2013
Q4 | $62.6M | Sell |
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|
2013
Q3 | $57.6M | Buy |
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|
2013
Q2 | – | Hold |
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