MPIM
McGinn Penninger Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,450
| Closed | -$579K | – | 37 |
|
|
2021
Q4 | $579K | Hold |
3,450
| – | – | 0.38% | 31 |
|
|
2021
Q3 | $540K | Hold |
3,450
| – | – | 0.39% | 33 |
|
|
2021
Q2 | $547K | Sell |
3,450
-1,173
| -25% | -$186K | 0.39% | 34 |
|
|
2021
Q1 | $701K | Buy |
+4,623
| New | +$701K | 0.52% | 33 |
|