Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $354K | Buy |
|
|||||
|
2024
Q2 | $324K | Buy |
|
|||||
|
2024
Q1 | $332K | Sell |
|
|||||
|
2023
Q4 | $4.06M | Buy |
|
|||||
|
2023
Q3 | $241K | Buy |
|
|||||
|
2023
Q2 | $248K | Sell |
|
|||||
|
2023
Q1 | $246K | Sell |
|
|||||
|
2022
Q4 | $1.91M | Buy |
|
|||||
|
2022
Q3 | $340K | Buy |
|
|||||
|
2022
Q2 | $360K | Buy |
|
|||||
|
2022
Q1 | $341K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $78K | Buy |
|