Legacy Wealth Planning’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 | $705K | Sell |
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|
2022
Q2 | $896K | Hold |
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|
2022
Q1 | $1.02M | Buy |
|
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|
2021
Q4 | $1.03M | Sell |
|
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|
2021
Q3 | $1.03M | Sell |
|
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.04M | Sell |
|
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|
2020
Q4 | $1.1M | Hold |
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|
2020
Q3 | $951K | Sell |
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|
2020
Q2 | $1.03M | Sell |
|
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|
2020
Q1 | $951K | Sell |
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|
2019
Q4 | $1.39M | Buy |
|