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
2022
Q2
$896K Hold
2022
Q1
$1.02M Buy
2021
Q4
$1.03M Sell
2021
Q3
$1.03M Sell
2021
Q2
$1.07M Sell
2021
Q1
$1.04M Sell
2020
Q4
$1.1M Hold
2020
Q3
$951K Sell
2020
Q2
$1.03M Sell
2020
Q1
$951K Sell
2019
Q4
$1.39M Buy