Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1K | Hold |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $12K | Buy |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Sell |
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|
2017
Q1 | $1.97M | Buy |
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|
2016
Q4 | $428K | Buy |
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|
2016
Q3 | $2K | Sell |
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|
2016
Q2 | $915K | Buy |
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|
2016
Q1 | $476K | Buy |
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|
2015
Q4 | $362K | Buy |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $120K | Sell |
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|
2014
Q4 | $2.85M | Sell |
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|
2014
Q3 | $3.1M | Buy |
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|
2014
Q2 | $2.55M | Buy |
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|
2014
Q1 | $942K | Buy |
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|
2013
Q4 | $651K | Buy |
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|
2013
Q3 | $453K | Buy |
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|
2013
Q2 | $332K | Buy |
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