Strategic Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $202K | Sell |
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2021
Q1 | $271K | Sell |
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|
2020
Q4 | $273K | Sell |
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2020
Q3 | $301K | Sell |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.25M | Buy |
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