Security National Bank of So Dak’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,205
| Closed | -$223K | – | 114 |
|
|
2024
Q4 | $223K | Buy |
+1,205
| New | +$223K | 0.12% | 102 |
|
|
2022
Q1 | – | Sell |
-1,465
| Closed | -$246K | – | 107 |
|
|
2021
Q4 | $246K | Buy |
+1,465
| New | +$246K | 0.17% | 91 |
|
|
2020
Q1 | – | Sell |
-2,977
| Closed | -$406K | – | 78 |
|
|
2019
Q4 | $406K | Buy |
+2,977
| New | +$406K | 0.41% | 60 |
|
|
2019
Q1 | – | Sell |
-24,289
| Closed | -$2.7M | – | 82 |
|
|
2018
Q4 | $2.7M | Buy |
+24,289
| New | +$2.7M | 3.5% | 3 |
|
|
2018
Q1 | – | Sell |
-1,681
| Closed | -$209K | – | 91 |
|
|
2017
Q4 | $209K | Buy |
+1,681
| New | +$209K | 0.23% | 90 |
|
|
2017
Q1 | – | Sell |
-4,506
| Closed | -$505K | – | 89 |
|
|
2016
Q4 | $505K | Buy |
+4,506
| New | +$505K | 0.62% | 64 |
|