Lake Street Advisors 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
Q4 | $824K | Sell |
|
|||||
|
2024
Q3 | $969K | Buy |
|
|||||
|
2024
Q2 | $889K | Buy |
|
|||||
|
2024
Q1 | $830K | Sell |
|
|||||
|
2023
Q4 | $1.03M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2.35M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $653K | Buy |
|
|||||
|
2021
Q1 | $541K | Hold |
|
|||||
|
2020
Q4 | $488K | Sell |
|
|||||
|
2020
Q3 | $439K | Sell |
|
|||||
|
2020
Q2 | $425K | Hold |
|
|||||
|
2020
Q1 | $374K | Sell |
|
|||||
|
2019
Q4 | $521K | Buy |
|
|||||
|
2019
Q3 | $315K | Buy |
|
|||||
|
2019
Q2 | $215K | Hold |
|
|||||
|
2019
Q1 | $208K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $214K | Sell |
|
|||||
|
2018
Q2 | $604K | Hold |
|
|||||
|
2018
Q1 | $597K | Sell |
|
|||||
|
2017
Q4 | $987K | Buy |
|