Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
60
| – | – | ﹤0.01% | 365 |
|
|
2025
Q1 | $11K | Hold |
60
| – | – | ﹤0.01% | 348 |
|
|
2024
Q4 | $11K | Hold |
60
| – | – | ﹤0.01% | 214 |
|
|
2024
Q3 | $11K | Hold |
60
| – | – | ﹤0.01% | 205 |
|
|
2024
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 205 |
|
|
2024
Q1 | $10K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2023
Q4 | $9K | Sell |
60
-194
| -76% | -$29.1K | ﹤0.01% | 219 |
|
|
2023
Q3 | $38K | Hold |
254
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $40K | Hold |
254
| – | – | 0.02% | 116 |
|
|
2023
Q1 | $38K | Hold |
254
| – | – | 0.02% | 116 |
|
|
2022
Q4 | $38K | Hold |
254
| – | – | 0.02% | 83 |
|
|
2022
Q3 | $34K | Hold |
254
| – | – | 0.02% | 80 |
|
|
2022
Q2 | $36K | Sell |
254
-4
| -2% | -$567 | 0.02% | 82 |
|
|
2022
Q1 | $42K | Hold |
258
| – | – | 0.02% | 87 |
|
|
2021
Q4 | $43K | Buy |
258
+4
| +2% | +$667 | 0.02% | 85 |
|
|
2021
Q3 | $39K | Hold |
254
| – | – | 0.02% | 86 |
|
|
2021
Q2 | $40K | Buy |
254
+194
| +323% | +$30.6K | 0.02% | 83 |
|
|
2021
Q1 | $9K | Hold |
60
| – | – | ﹤0.01% | 153 |
|
|
2020
Q4 | $8K | Sell |
60
-30
| -33% | -$4K | ﹤0.01% | 153 |
|
|
2020
Q3 | $10K | Hold |
90
| – | – | 0.01% | 114 |
|
|
2020
Q2 | $10K | Hold |
90
| – | – | 0.01% | 118 |
|
|
2020
Q1 | $8K | Hold |
90
| – | – | ﹤0.01% | 132 |
|
|
2019
Q4 | $12K | Hold |
90
| – | – | 0.01% | 127 |
|
|
2019
Q3 | $11K | Hold |
90
| – | – | 0.01% | 107 |
|
|
2019
Q2 | $11K | Hold |
90
| – | – | 0.01% | 102 |
|
|
2019
Q1 | $11K | Hold |
90
| – | – | 0.01% | 98 |
|
|
2018
Q4 | $9K | Hold |
90
| – | – | 0.01% | 100 |
|
|
2018
Q3 | $11K | Hold |
90
| – | – | 0.01% | 94 |
|
|
2018
Q2 | $10K | Buy |
90
+80
| +800% | +$8.89K | 0.01% | 86 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 123 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 118 |
|