Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $4.06M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $3.65M | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $163K | Sell |
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|
2020
Q1 | $169K | Hold |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $201K | Hold |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $220K | Buy |
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