Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.44M | Sell |
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|
2022
Q4 | $4.73M | Sell |
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|
2022
Q3 | $4.67M | Sell |
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|
2022
Q2 | $8.7M | Buy |
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|
2022
Q1 | $3.29M | Sell |
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|
2021
Q4 | $3.37M | Buy |
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|
2021
Q3 | $3.03M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $757K | Sell |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $593K | Buy |
|