Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.2M | Hold |
8,276
| – | – | 0.31% | 64 |
|
|
2022
Q1 | $1.37M | Buy |
8,276
+579
| +8% | +$96.1K | 0.3% | 66 |
|
|
2021
Q4 | $1.29M | Buy |
7,697
+155
| +2% | +$26K | 0.25% | 77 |
|
|
2021
Q3 | $1.18M | Sell |
7,542
-532
| -7% | -$83.2K | 0.26% | 77 |
|
|
2021
Q2 | $1.28M | Buy |
8,074
+250
| +3% | +$39.8K | 0.28% | 77 |
|
|
2021
Q1 | $1.19M | Hold |
7,824
| – | – | 0.3% | 80 |
|
|
2020
Q4 | $1.07M | Hold |
7,824
| – | – | 0.32% | 76 |
|
|
2020
Q3 | $924K | Buy |
7,824
+3,274
| +72% | +$387K | 0.35% | 73 |
|
|
2020
Q2 | $512K | Sell |
4,550
-1,617
| -26% | -$182K | 0.26% | 82 |
|
|
2020
Q1 | $612K | Sell |
6,167
-13,500
| -69% | -$1.34M | 0.44% | 64 |
|
|
2019
Q4 | $2.71M | Buy |
+19,667
| New | +$2.71M | 1.24% | 22 |
|