Titus Wealth Management’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
2022
Q2
$666K Sell
2022
Q1
$792K Buy
2021
Q4
$775K Buy
2021
Q3
$636K Sell
2021
Q2
$655K Sell
2021
Q1
$655K Sell
2020
Q4
$659K Buy
2020
Q3
$554K Buy
2020
Q2
$458K Buy
2020
Q1
$383K Buy
2019
Q4
$493K Buy
2019
Q3
$383K Buy
2019
Q2
Sell
2019
Q1
$308 Sell
2018
Q4
$281 Buy
2018
Q3
$312K Buy
2018
Q2
$269K Sell
2018
Q1
$269K Buy
2017
Q4
$228K Buy