Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $591K | Sell |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $573K | Hold |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $486K | Hold |
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|
2019
Q4 | $669K | Sell |
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|
2019
Q3 | $648K | Buy |
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|
2019
Q2 | $384K | Sell |
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|
2019
Q1 | $447K | Sell |
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|
2018
Q4 | $405K | Hold |
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|
2018
Q3 | $462K | Hold |
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|
2018
Q2 | $443K | Hold |
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|
2018
Q1 | $437K | Sell |
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|
2017
Q4 | $479K | Buy |
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|
2017
Q3 | $351K | Hold |
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|
2017
Q2 | $345K | Hold |
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|
2017
Q1 | $340K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $313K | Buy |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $40K | Buy |
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