Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $318K | Hold |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $247K | Sell |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Buy |
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