Northwest Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $44.3K | Buy |
+234
| New | +$44.3K | 0.01% | 264 |
|
|
2024
Q2 | – | Sell |
-233
| Closed | -$41.8K | – | 334 |
|
|
2024
Q1 | $41.8K | Buy |
+233
| New | +$41.8K | 0.01% | 249 |
|
|
2023
Q4 | – | Sell |
-242
| Closed | -$36.8K | – | 343 |
|
|
2023
Q3 | $36.8K | Buy |
242
+38
| +19% | +$5.77K | 0.01% | 257 |
|
|
2023
Q2 | $32.2K | Hold |
204
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $31.1K | Buy |
+204
| New | +$31.1K | 0.01% | 283 |
|