The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-213
| Closed | -$37.2K | – | 532 |
|
|
2024
Q2 | $37.2K | Buy |
+213
| New | +$37.2K | 0.01% | 462 |
|
|
2018
Q4 | – | Sell |
-1,598
| Closed | -$202K | – | 136 |
|
|
2018
Q3 | $202K | Sell |
1,598
-437
| -21% | -$55.2K | 0.07% | 134 |
|
|
2018
Q2 | $247K | Hold |
2,035
| – | – | 0.09% | 118 |
|
|
2018
Q1 | $244K | Buy |
+2,035
| New | +$244K | 0.1% | 121 |
|