O'Brien Wealth Partners’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 | – | Sell |
-2,478
| Closed | -$380K | – | 67 |
|
|
2022
Q1 | $380K | Buy |
+2,478
| New | +$380K | 0.15% | 26 |
|
|
2018
Q4 | – | Sell |
-1,357
| Closed | -$172K | – | 137 |
|
|
2018
Q3 | $172K | Hold |
1,357
| – | – | 0.11% | 36 |
|
|
2018
Q2 | $165K | Hold |
1,357
| – | – | 0.12% | 23 |
|
|
2018
Q1 | $163K | Buy |
+1,357
| New | +$163K | 0.11% | 33 |
|