Tiedemann 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 | $4.79M | Sell |
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|
2023
Q2 | $4.97M | Sell |
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|
2023
Q1 | $4.82M | Sell |
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|
2022
Q4 | $4.87M | Buy |
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|
2022
Q3 | $4.36M | Buy |
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|
2022
Q2 | $3.39M | Buy |
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|
2022
Q1 | $3.86M | Sell |
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|
2021
Q4 | $4.45M | Buy |
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|
2021
Q3 | $2.41M | Sell |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $11.4M | Buy |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $7.61M | Buy |
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|
2020
Q2 | $7.19M | Sell |
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|
2020
Q1 | $6.61M | Buy |
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|
2019
Q4 | $6.8M | Sell |
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|
2019
Q3 | $6.55M | Buy |
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|
2019
Q2 | $5.29M | Buy |
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|
2019
Q1 | $5.01M | Buy |
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|
2018
Q4 | $4.35M | Buy |
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|
2018
Q3 | $4.9M | Sell |
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|
2018
Q2 | $4.74M | Buy |
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|
2018
Q1 | $797K | Buy |
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|
2017
Q4 | $502K | Sell |
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|
2017
Q3 | $758K | Sell |
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|
2017
Q2 | $786K | Sell |
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|
2017
Q1 | $779K | Sell |
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|
2016
Q4 | $1.04M | Buy |
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