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