Planning Center Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,463
| Closed | -$222K | – | 70 |
|
|
2022
Q4 | $222K | Hold |
1,463
| – | – | 0.07% | 63 |
|
|
2022
Q3 | $201K | Hold |
1,463
| – | – | 0.16% | 43 |
|
|
2022
Q2 | $213K | Hold |
1,463
| – | – | 0.17% | 46 |
|
|
2022
Q1 | $243K | Hold |
1,463
| – | – | 0.7% | 38 |
|
|
2021
Q4 | $244K | Buy |
+1,463
| New | +$244K | 0.19% | 43 |
|