Laidlaw Wealth 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 |
-1,858
| Closed | -$293K | – | 323 |
|
|
2023
Q2 | $293K | Hold |
1,858
| – | – | 0.06% | 268 |
|
|
2023
Q1 | $283K | Hold |
1,858
| – | – | 0.06% | 273 |
|
|
2022
Q4 | $282K | Hold |
1,858
| – | – | 0.06% | 271 |
|
|
2022
Q3 | $253K | Hold |
1,858
| – | – | 0.06% | 266 |
|
|
2022
Q2 | $269K | Hold |
1,858
| – | – | 0.05% | 290 |
|
|
2022
Q1 | $308K | Hold |
1,858
| – | – | 0.05% | 295 |
|
|
2021
Q4 | $312K | Buy |
+1,858
| New | +$312K | 0.05% | 302 |
|
|
2021
Q1 | – | Sell |
-1,835
| Closed | -$251K | – | 288 |
|
|
2020
Q4 | $251K | Buy |
+1,835
| New | +$251K | 0.05% | 299 |
|
|
2020
Q1 | – | Sell |
-1,478
| Closed | -$202K | – | 161 |
|
|
2019
Q4 | $202K | Buy |
+1,478
| New | +$202K | 0.13% | 161 |
|