Strategic Wealth Partners 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
Q1 | $78.4M | Sell |
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|
2023
Q4 | $72.8M | Buy |
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|
2023
Q3 | $64.9M | Buy |
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|
2023
Q2 | $66.5M | Buy |
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|
2023
Q1 | $63.5M | Buy |
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|
2022
Q4 | $59.9M | Buy |
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|
2022
Q3 | $52M | Buy |
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|
2022
Q2 | $53.7M | Buy |
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|
2022
Q1 | $55.2M | Buy |
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|
2021
Q4 | $50.9M | Buy |
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|
2021
Q3 | $45.1M | Buy |
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|
2021
Q1 | $41.5M | Buy |
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|
2020
Q4 | $35.2M | Buy |
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|
2020
Q3 | $28.9M | Buy |
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|
2020
Q2 | $26.4M | Sell |
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|
2020
Q1 | $24.4M | Sell |
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|
2019
Q4 | $50M | Buy |
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|
2019
Q3 | $44.9M | Buy |
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|
2019
Q2 | $44.4M | Buy |
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|
2019
Q1 | $39.9M | Buy |
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|
2018
Q4 | $33.4M | Buy |
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|
2018
Q3 | $49K | Buy |
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|
2018
Q2 | $34.6K | Buy |
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|
2018
Q1 | $33K | Buy |
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|
2017
Q4 | $33.6M | Sell |
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|
2017
Q3 | $32.2M | Buy |
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|
2017
Q2 | $30.8M | Buy |
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|
2017
Q1 | $30.4M | Buy |
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|
2016
Q4 | $29.1M | Buy |
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|
2016
Q3 | $25.9M | Buy |
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|
2016
Q2 | $19.8M | Buy |
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