Retirement Group’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
Q1 | $28.7K | Hold |
160
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $26.4K | Hold |
160
| – | – | 0.01% | 302 |
|
|
2023
Q3 | $24.3K | Hold |
160
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $25.3K | Hold |
160
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $24K | Hold |
160
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $24K | Buy |
160
+147
| +1,131% | +$22.1K | 0.01% | 249 |
|
|
2022
Q3 | $2K | Sell |
13
-160
| -92% | -$24.6K | ﹤0.01% | 402 |
|
|
2022
Q2 | $25K | Hold |
173
| – | – | 0.01% | 282 |
|
|
2022
Q1 | $29K | Hold |
173
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $29K | Hold |
173
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $27K | Hold |
173
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $27K | Buy |
173
+160
| +1,231% | +$25K | 0.01% | 289 |
|
|
2021
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 635 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 615 |
|
|
2020
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 565 |
|
|
2020
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 599 |
|
|
2019
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 536 |
|