Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-121
| Closed | -$19.1K | – | 41 |
|
|
2023
Q2 | $19.1K | Hold |
121
| – | – | 0.04% | 89 |
|
|
2023
Q1 | $18.4K | Hold |
121
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $18.4K | Buy |
+121
| New | +$18.4K | 0.04% | 84 |
|
|
2016
Q1 | – | Hold |
0
| – | -$33K | – | 307 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 250 |
|