Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $90.2K | Hold |
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|
2023
Q2 | $93.8K | Hold |
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|
2023
Q1 | $90.4K | Hold |
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|
2022
Q4 | $90.1K | Hold |
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|
2022
Q3 | $80.8K | Sell |
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|
2022
Q2 | $88.9K | Hold |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $95.9K | Hold |
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|
2021
Q2 | $97.2K | Hold |
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|
2021
Q1 | $92.9K | Sell |
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|
2020
Q4 | $87.4K | Hold |
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|
2020
Q3 | $75.5K | Sell |
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|
2020
Q2 | $78.5K | Hold |
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|
2020
Q1 | $69.1K | Hold |
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|
2019
Q4 | $95.1K | Sell |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $124K | Hold |
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|
2019
Q1 | $120K | Hold |
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|
2018
Q4 | $108K | Sell |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $130K | Hold |
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|
2018
Q1 | $129K | Hold |
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|
2017
Q4 | $133K | Sell |
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|
2017
Q3 | $135K | Hold |
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|
2017
Q2 | $133K | Hold |
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|
2017
Q1 | $131K | Hold |
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|
2016
Q4 | $128K | Hold |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $118K | Hold |
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|
2016
Q1 | $113K | Buy |
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