Simplicity Solutions’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
Q4 | $17.8M | Buy |
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|
2023
Q3 | $11.8M | Sell |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $930K | Hold |
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|
2022
Q2 | $992K | Hold |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $493K | Buy |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $693K | Sell |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.46M | Sell |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $932K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $521K | Buy |
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|
2018
Q1 | $503K | Buy |
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|
2017
Q4 | $352K | Buy |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $924K | Sell |
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|
2017
Q1 | $936K | Buy |
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|
2016
Q4 | $894K | Buy |
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|
2016
Q3 | $402K | Buy |
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|
2016
Q2 | $318K | Buy |
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|
2016
Q1 | $230K | Sell |
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|
2015
Q4 | $1.64M | Buy |
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