PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $3.33M | Buy |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $542K | Sell |
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|
2021
Q1 | $3.52M | Buy |
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|
2020
Q4 | $2.49M | Buy |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.53M | Hold |
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|
2019
Q2 | $1.51M | Hold |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.39M | Buy |
|