Next Financial Group’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
Q4 | $2.28M | Buy |
|
|||||
|
2021
Q3 | $973K | Sell |
|
|||||
|
2021
Q2 | $1.01M | Sell |
|
|||||
|
2021
Q1 | $1.33M | Sell |
|
|||||
|
2020
Q4 | $1.28M | Buy |
|
|||||
|
2020
Q3 | $1.05M | Buy |
|
|||||
|
2020
Q2 | $979K | Buy |
|
|||||
|
2020
Q1 | $761K | Sell |
|
|||||
|
2019
Q4 | $2.2M | Buy |
|
|||||
|
2019
Q3 | $2.05M | Buy |
|
|||||
|
2019
Q2 | $1.88M | Buy |
|
|||||
|
2019
Q1 | $688K | Buy |
|
|||||
|
2018
Q4 | $150K | Buy |
|
|||||
|
2018
Q3 | $109K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $50K | Sell |
|
|||||
|
2017
Q2 | $59K | Buy |
|
|||||
|
2017
Q1 | $48K | Sell |
|
|||||
|
2016
Q4 | $701K | Sell |
|
|||||
|
2016
Q3 | $720K | Buy |
|
|||||
|
2016
Q2 | $53K | Sell |
|
|||||
|
2016
Q1 | $59K | Sell |
|
|||||
|
2015
Q4 | $78K | Sell |
|
|||||
|
2015
Q3 | $941K | Buy |
|
|||||
|
2015
Q2 | $1.02M | Buy |
|
|||||
|
2015
Q1 | $947K | Sell |
|
|||||
|
2014
Q4 | $963K | Sell |
|
|||||
|
2014
Q3 | $1.71M | Buy |
|
|||||
|
2014
Q2 | $1K | Buy |
|