Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $780K | Hold |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $327K | Sell |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $438K | Hold |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $434K | Sell |
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|
2019
Q1 | $425K | Buy |
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