San Francisco Sentry Investment Group’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
Q2 | $38K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $36K | Sell |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $49K | Sell |
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|
2018
Q1 | $73K | Sell |
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|
2017
Q4 | $76K | Buy |
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|
2017
Q3 | $64K | Buy |
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|
2017
Q2 | $26K | Buy |
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