MAWCM
Mine & Arao Wealth Creation & Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,680
| Closed | -$265K | – | 328 |
|
|
2023
Q2 | $265K | Sell |
1,680
-2
| -0.1% | -$316 | 0.16% | 60 |
|
|
2023
Q1 | $256K | Hold |
1,682
| – | – | 0.16% | 62 |
|
|
2022
Q4 | $255K | Buy |
1,682
+4
| +0.2% | +$607 | 0.19% | 59 |
|
|
2022
Q3 | $228K | Hold |
1,678
| – | – | 0.17% | 63 |
|
|
2022
Q2 | $243K | Buy |
1,678
+8
| +0.5% | +$1.16K | 0.17% | 62 |
|
|
2022
Q1 | $277K | Hold |
1,670
| – | – | 0.16% | 62 |
|
|
2021
Q4 | $280K | Hold |
1,670
| – | – | 0.15% | 61 |
|
|
2021
Q3 | $261K | Hold |
1,670
| – | – | 0.16% | 63 |
|
|
2021
Q2 | $265K | Hold |
1,670
| – | – | 0.16% | 63 |
|
|
2021
Q1 | $253K | Buy |
+1,670
| New | +$253K | 0.17% | 61 |
|