LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-810
| Closed | -$145K | – | 821 |
|
|
2024
Q1 | $145K | Hold |
810
| – | – | 0.17% | 144 |
|
|
2023
Q4 | $134K | Hold |
810
| – | – | 0.16% | 141 |
|
|
2023
Q3 | $123K | Hold |
810
| – | – | 0.16% | 138 |
|
|
2023
Q2 | $128K | Buy |
+810
| New | +$128K | 0.14% | 126 |
|
|
2023
Q1 | – | Sell |
-810
| Closed | -$123K | – | 144 |
|
|
2022
Q4 | $123K | Buy |
+810
| New | +$123K | 0.14% | 114 |
|