Meristem Family Wealth’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
2022
Q1
$1.02M Sell
2021
Q4
$1.64M Hold
2021
Q3
$1.53M Buy
2021
Q2
$816K Hold
2021
Q1
$779K Hold
2020
Q4
$703K Hold
2020
Q3
$607K Hold
2020
Q2
$579K Sell
2020
Q1
$860K Buy
2019
Q4
$207K Buy