MBM Wealth Consultants’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
Q2 | – | Sell |
-84
| Closed | -$13K | – | 189 |
|
|
2023
Q1 | $13K | Hold |
84
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $13K | Hold |
84
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $12K | Hold |
84
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $12K | Hold |
84
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $14K | Hold |
84
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $14K | Hold |
84
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $13K | Hold |
84
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $13K | Hold |
84
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $13K | Hold |
84
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $11K | Hold |
84
| – | – | 0.01% | 185 |
|
|
2020
Q3 | $10K | Hold |
84
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $9K | Hold |
84
| – | – | 0.01% | 175 |
|
|
2020
Q1 | $8K | Hold |
84
| – | – | 0.01% | 163 |
|
|
2019
Q4 | $11K | Hold |
84
| – | – | 0.01% | 169 |
|
|
2019
Q3 | $11K | Hold |
84
| – | – | 0.01% | 162 |
|
|
2019
Q2 | $11K | Hold |
84
| – | – | 0.01% | 164 |
|
|
2019
Q1 | $10K | Hold |
84
| – | – | 0.01% | 169 |
|
|
2018
Q4 | $9K | Buy |
+84
| New | +$9K | 0.01% | 181 |
|