Stonebridge Capital Advisors’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 | – | Sell |
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|
2023
Q3 | $75.3K | Buy |
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|
2023
Q2 | $50.3K | Hold |
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2023
Q1 | $48.6K | Hold |
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|
2022
Q4 | $48.4K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $93K | Sell |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $108K | Sell |
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|
2021
Q3 | $107K | Sell |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $104K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $67K | Hold |
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|
2019
Q3 | $63K | Buy |
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|
2019
Q2 | $59K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $766K | Buy |
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