Noesis Capital Mangement’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
2024
Q4
Sell
2024
Q3
$304K Sell
2024
Q2
$321K Sell
2024
Q1
$335K Hold
2023
Q4
$309K Sell
2023
Q3
$312K Hold
2023
Q2
$324K Buy
2023
Q1
$280K Hold
2022
Q4
$279K Hold
2022
Q3
$250K Hold
2022
Q2
$267K Sell
2022
Q1
$312K Buy
2014
Q1
Sell
2013
Q4
$356K Sell
2013
Q3
$2.09M Buy
2013
Q2
$1.99M Buy