Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $633K | Hold |
3,816
| – | – | 0.4% | 37 |
|
|
2021
Q4 | $641K | Hold |
3,816
| – | – | 0.44% | 32 |
|
|
2021
Q3 | $597K | Hold |
3,816
| – | – | 0.45% | 32 |
|
|
2021
Q2 | $605K | Hold |
3,816
| – | – | 0.47% | 31 |
|
|
2021
Q1 | $578K | Sell |
3,816
-177
| -4% | -$26.8K | 0.52% | 32 |
|
|
2020
Q4 | $546K | Buy |
+3,993
| New | +$546K | 0.52% | 31 |
|