Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $959K | Hold |
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|
2023
Q3 | $881K | Sell |
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|
2023
Q2 | $921K | Sell |
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|
2023
Q1 | $898K | Hold |
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|
2022
Q4 | $895K | Hold |
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|
2022
Q3 | $802K | Hold |
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|
2022
Q2 | $855K | Hold |
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|
2022
Q1 | $980K | Sell |
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|
2021
Q4 | $999K | Sell |
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|
2021
Q3 | $966K | Sell |
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|
2021
Q2 | $994K | Buy |
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|
2021
Q1 | $936K | Hold |
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|
2020
Q4 | $844K | Buy |
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