Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $326K | Hold |
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|
2019
Q3 | $308K | Hold |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $273K | Hold |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $564K | Sell |
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|
2017
Q4 | $658K | Buy |
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