Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $202K | Sell |
1,272
-516
| -29% | -$81.9K | 0.07% | 121 |
|
|
2021
Q1 | $271K | Sell |
1,788
-209
| -10% | -$31.7K | 0.1% | 112 |
|
|
2020
Q4 | $273K | Sell |
1,997
-552
| -22% | -$75.5K | 0.12% | 98 |
|
|
2020
Q3 | $301K | Sell |
2,549
-13,799
| -84% | -$1.63M | 0.15% | 82 |
|
|
2020
Q2 | $1.84M | Buy |
16,348
+1,727
| +12% | +$194K | 1.09% | 16 |
|
|
2020
Q1 | $1.45M | Buy |
14,621
+2,709
| +23% | +$269K | 1.08% | 14 |
|
|
2019
Q4 | $1.63M | Buy |
11,912
+157
| +1% | +$21.4K | 1.05% | 15 |
|
|
2019
Q3 | $1.51M | Buy |
11,755
+902
| +8% | +$116K | 1.08% | 15 |
|
|
2019
Q2 | $1.38M | Sell |
10,853
-417
| -4% | -$53.1K | 1.05% | 16 |
|
|
2019
Q1 | $1.39M | Buy |
11,270
+4
| +0% | +$494 | 1.14% | 14 |
|
|
2018
Q4 | $1.25M | Buy |
+11,266
| New | +$1.25M | 1.2% | 11 |
|