Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $297K | Hold |
2,183
| – | – | 0.08% | 126 |
|
|
2022
Q2 | $316K | Hold |
2,183
| – | – | 0.08% | 122 |
|
|
2022
Q1 | $362K | Sell |
2,183
-411
| -16% | -$68.2K | 0.09% | 118 |
|
|
2021
Q4 | $436K | Sell |
2,594
-273
| -10% | -$45.9K | 0.1% | 94 |
|
|
2021
Q3 | $449K | Buy |
2,867
+698
| +32% | +$109K | 0.11% | 87 |
|
|
2021
Q2 | $344K | Hold |
2,169
| – | – | 0.09% | 87 |
|
|
2021
Q1 | $329K | Sell |
2,169
-79
| -4% | -$12K | 0.1% | 82 |
|
|
2020
Q4 | $307K | Buy |
+2,248
| New | +$307K | 0.1% | 77 |
|