Madison Wealth 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
Q3 | $317K | Hold |
2,091
| – | – | 0.07% | 129 |
|
|
2023
Q2 | $330K | Hold |
2,091
| – | – | 0.07% | 131 |
|
|
2023
Q1 | $318K | Hold |
2,091
| – | – | 0.07% | 128 |
|
|
2022
Q4 | $317K | Buy |
2,091
+170
| +9% | +$25.8K | 0.07% | 125 |
|
|
2022
Q3 | $261K | Sell |
1,921
-89
| -4% | -$12.1K | 0.06% | 140 |
|
|
2022
Q2 | $291K | Buy |
2,010
+387
| +24% | +$56K | 0.07% | 133 |
|
|
2022
Q1 | $269K | Sell |
1,623
-50
| -3% | -$8.29K | 0.06% | 140 |
|
|
2021
Q4 | $281K | Buy |
1,673
+45
| +3% | +$7.56K | 0.06% | 135 |
|
|
2021
Q3 | $255K | Hold |
1,628
| – | – | 0.06% | 139 |
|
|
2021
Q2 | $258K | Hold |
1,628
| – | – | 0.06% | 134 |
|
|
2021
Q1 | $247K | Sell |
1,628
-14
| -0.9% | -$2.12K | 0.06% | 133 |
|
|
2020
Q4 | $225K | Buy |
+1,642
| New | +$225K | 0.06% | 134 |
|
|
2020
Q1 | – | Sell |
-1,642
| Closed | -$224K | – | 130 |
|
|
2019
Q4 | $224K | Buy |
+1,642
| New | +$224K | 0.06% | 135 |
|