SPWG
Sage Private Wealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-285
| Closed | -$39K | – | 119 |
|
|
2022
Q3 | $39K | Hold |
285
| – | – | 0.05% | 89 |
|
|
2022
Q2 | $41K | Hold |
285
| – | – | 0.06% | 88 |
|
|
2022
Q1 | $47K | Hold |
285
| – | – | 0.05% | 89 |
|
|
2021
Q4 | $47K | Hold |
285
| – | – | 0.06% | 89 |
|
|
2021
Q3 | $45K | Hold |
285
| – | – | 0.06% | 85 |
|
|
2021
Q2 | $45K | Hold |
285
| – | – | 0.06% | 87 |
|
|
2021
Q1 | $43K | Hold |
285
| – | – | 0.07% | 88 |
|
|
2020
Q4 | $39K | Buy |
+285
| New | +$39K | 0.11% | 75 |
|