Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $165K | Buy |
|
|||||
|
2021
Q3 | $151K | Hold |
|
|||||
|
2021
Q2 | $153K | Hold |
|
|||||
|
2021
Q1 | $146K | Hold |
|
|||||
|
2020
Q4 | $132K | Sell |
|
|||||
|
2020
Q3 | $123K | Buy |
|
|||||
|
2020
Q2 | $115K | Sell |
|
|||||
|
2020
Q1 | $121K | Buy |
|
|||||
|
2019
Q4 | $165K | Hold |
|
|||||
|
2019
Q3 | $155K | Buy |
|
|||||
|
2019
Q2 | $135K | Sell |
|
|||||
|
2019
Q1 | $141K | Sell |
|
|||||
|
2018
Q4 | $143K | Sell |
|
|||||
|
2018
Q3 | $182K | Buy |
|
|||||
|
2018
Q2 | $170K | Buy |
|
|||||
|
2018
Q1 | $160K | Buy |
|
|||||
|
2017
Q4 | $156K | Sell |
|
|||||
|
2017
Q3 | $190K | Hold |
|
|||||
|
2017
Q2 | $186K | Buy |
|
|||||
|
2017
Q1 | $180K | Hold |
|
|||||
|
2016
Q4 | $176K | Sell |
|
|||||
|
2016
Q3 | $174K | Sell |
|
|||||
|
2016
Q2 | $218K | Buy |
|
|||||
|
2016
Q1 | $189K | Sell |
|
|||||
|
2015
Q4 | $192K | Sell |
|
|||||
|
2015
Q3 | $223K | Sell |
|
|||||
|
2015
Q2 | $254K | Sell |
|
|||||
|
2015
Q1 | $328K | Sell |
|
|||||
|
2014
Q4 | $363K | Sell |
|
|||||
|
2014
Q3 | $422K | Sell |
|
|||||
|
2014
Q2 | $637K | Sell |
|
|||||
|
2014
Q1 | $624K | Buy |
|
|||||
|
2013
Q4 | $587K | Hold |
|
|||||
|
2013
Q3 | $541K | Sell |
|
|||||
|
2013
Q2 | $561K | Buy |
|