Spotlight Asset Group’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 | $494K | Hold |
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|
2024
Q1 | $507K | Hold |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $430K | Hold |
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|
2023
Q2 | $447K | Hold |
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|
2023
Q1 | $406K | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $468K | Hold |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $333K | Buy |
|