Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $302K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $942K | Hold |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $968K | Buy |
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|
2022
Q4 | $954K | Buy |
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|
2022
Q3 | $851K | Sell |
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|
2022
Q2 | $916K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $789K | Sell |
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|
2021
Q3 | $757K | Sell |
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|
2021
Q2 | $806K | Buy |
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|
2021
Q1 | $728K | Sell |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $478K | Hold |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q2 | $438K | Buy |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $402K | Sell |
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|
2018
Q2 | $706K | Sell |
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|
2018
Q1 | $831K | Sell |
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|
2017
Q4 | $1.44M | Buy |
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|
2017
Q3 | $17K | Buy |
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|
2017
Q2 | $13K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $10K | Buy |
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