Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-265
| Closed | -$40.3K | – | 340 |
|
|
2023
Q1 | $40.3K | Hold |
265
| – | – | 0.02% | 136 |
|
|
2022
Q4 | $40.2K | Hold |
265
| – | – | 0.02% | 139 |
|
|
2022
Q3 | $36K | Sell |
265
-59
| -18% | -$8.02K | 0.02% | 134 |
|
|
2022
Q2 | $47K | Buy |
324
+59
| +22% | +$8.56K | 0.02% | 129 |
|
|
2022
Q1 | $44K | Hold |
265
| – | – | 0.05% | 131 |
|
|
2021
Q4 | $45K | Hold |
265
| – | – | 0.03% | 139 |
|
|
2021
Q3 | $41K | Hold |
265
| – | – | 0.03% | 149 |
|
|
2021
Q2 | $42K | Hold |
265
| – | – | 0.04% | 140 |
|
|
2021
Q1 | $40K | Sell |
265
-99
| -27% | -$14.9K | 0.04% | 131 |
|
|
2020
Q4 | $50K | Buy |
+364
| New | +$50K | 0.05% | 112 |
|