Traverso Chambers Private 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
2023
Q4
$6.47M Buy
2023
Q3
$5.75M Buy
2023
Q2
$5.84M Buy
2023
Q1
$5.58M Sell
2022
Q4
$5.72M Buy
2022
Q3
$5.03M Buy
2022
Q2
$5.34M Buy
2022
Q1
$6M Buy
2021
Q4
$5.95M Buy
2021
Q3
$5.4M Buy
2021
Q2
$5.38M Buy
2021
Q1
$4.96M Sell
2020
Q4
$4.52M Buy
2020
Q3
$3.55M Buy
2020
Q2
$3.34M Sell
2020
Q1
$3.14M Buy
2019
Q4
$3.56M Sell
2019
Q3
$3.36M Buy
2019
Q2
$3.35M Buy
2019
Q1
$2.85M Buy
2018
Q4
$2.42M Buy