PSI Advisors’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
Q2 | – | Sell |
-81
| Closed | -$14.5K | – | 890 |
|
|
2024
Q1 | $14.5K | Hold |
81
| – | – | 0.01% | 435 |
|
|
2023
Q4 | $13.4K | Hold |
81
| – | – | 0.01% | 470 |
|
|
2023
Q3 | $12.3K | Hold |
81
| – | – | 0.01% | 465 |
|
|
2023
Q2 | $12.8K | Hold |
81
| – | – | 0.01% | 457 |
|
|
2023
Q1 | $12.3K | Hold |
81
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $12.3K | Hold |
81
| – | – | 0.01% | 396 |
|
|
2022
Q3 | $11K | Hold |
81
| – | – | 0.01% | 414 |
|
|
2022
Q2 | $12K | Hold |
81
| – | – | 0.01% | 427 |
|
|
2022
Q1 | $13K | Hold |
81
| – | – | 0.01% | 434 |
|
|
2021
Q4 | $14K | Hold |
81
| – | – | 0.01% | 452 |
|
|
2021
Q3 | $13K | Buy |
+81
| New | +$13K | 0.01% | 453 |
|
|
2020
Q1 | – | Sell |
-96
| Closed | -$13K | – | 339 |
|
|
2019
Q4 | $13K | Buy |
+96
| New | +$13K | 0.01% | 430 |
|