Sugarloaf Wealth Management’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
Q4 | $176K | Hold |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $166K | Hold |
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|
2024
Q1 | $171K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $145K | Hold |
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|
2023
Q2 | $150K | Hold |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $144K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $149K | Hold |
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|
2021
Q2 | $151K | Sell |
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|
2021
Q1 | $144 | Buy |
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|
2020
Q4 | $130K | Hold |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $130K | Buy |
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