RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $5.14M | Sell |
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|
2022
Q1 | $5.97M | Sell |
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|
2021
Q4 | $6.52M | Buy |
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|
2021
Q3 | $730K | Hold |
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|
2021
Q2 | $740K | Sell |
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|
2021
Q1 | $736K | Hold |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $282K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.05M | Buy |
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