Sullivan, Bruyette, Speros & Blaney’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
Q1 | $3.49M | Buy |
|
|||||
|
2020
Q4 | $3.14M | Sell |
|
|||||
|
2020
Q3 | $2.77M | Buy |
|
|||||
|
2020
Q2 | $2.62M | Sell |
|
|||||
|
2020
Q1 | $2.33M | Buy |
|
|||||
|
2019
Q4 | $1.95M | Sell |
|
|||||
|
2019
Q3 | $1.9M | Sell |
|
|||||
|
2019
Q2 | $2.12M | Hold |
|
|||||
|
2019
Q1 | $2.06M | Sell |
|
|||||
|
2018
Q4 | $1.85M | Buy |
|
|||||
|
2018
Q3 | $2.11M | Buy |
|
|||||
|
2018
Q2 | $1.93M | Hold |
|
|||||
|
2018
Q1 | $1.91M | Buy |
|
|||||
|
2017
Q4 | $1.74M | Buy |
|
|||||
|
2017
Q3 | $1.65M | Buy |
|
|||||
|
2017
Q2 | $1.32M | Hold |
|
|||||
|
2017
Q1 | $1.3M | Hold |
|
|||||
|
2016
Q4 | $1.27M | Hold |
|
|||||
|
2016
Q3 | $1.19M | Buy |
|
|||||
|
2016
Q2 | $1.07M | Buy |
|