Polianta Ltd’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
Q4 | – | Sell |
-38,900
| Closed | -$7.38M | – | 82 |
|
|
2024
Q3 | $7.38M | Buy |
+38,900
| New | +$7.38M | 3.47% | 10 |
|
|
2024
Q1 | – | Sell |
-35,000
| Closed | -$5.78M | – | 92 |
|
|
2023
Q4 | $5.78M | Sell |
35,000
-17,100
| -33% | -$2.83M | 3.37% | 11 |
|
|
2023
Q3 | $7.91M | Sell |
52,100
-2,700
| -5% | -$410K | 3.9% | 12 |
|
|
2023
Q2 | $8.65M | Buy |
+54,800
| New | +$8.65M | 4.01% | 12 |
|
|
2019
Q3 | – | Sell |
-58,600
| Closed | -$7.46M | – | 84 |
|
|
2019
Q2 | $7.46M | Buy |
+58,600
| New | +$7.46M | 3.22% | 10 |
|