Sonora Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,767
| Closed | -$292K | – | 291 |
|
|
2023
Q4 | $292K | Buy |
1,767
+404
| +30% | +$66.8K | 0.02% | 212 |
|
|
2023
Q3 | $207K | Hold |
1,363
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $215K | Hold |
1,363
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $208K | Hold |
1,363
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $207K | Buy |
+1,363
| New | +$207K | 0.02% | 245 |
|