Lathrop Investment 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
Q2 | – | Sell |
-1,468
| Closed | -$224K | – | 85 |
|
|
2023
Q1 | $224K | Hold |
1,468
| – | – | 0.05% | 79 |
|
|
2022
Q4 | $223K | Buy |
+1,468
| New | +$223K | 0.05% | 76 |
|
|
2022
Q3 | – | Sell |
-1,468
| Closed | -$213K | – | 70 |
|
|
2022
Q2 | $213K | Hold |
1,468
| – | – | 0.05% | 70 |
|
|
2022
Q1 | $244K | Hold |
1,468
| – | – | 0.05% | 67 |
|
|
2021
Q4 | $247K | Buy |
+1,468
| New | +$247K | 0.05% | 67 |
|