VLC
Van Leeuwen & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $213K | Buy |
+1,190
| New | +$213K | 0.11% | 87 |
|
|
2021
Q3 | – | Sell |
-1,499
| Closed | -$239K | – | 76 |
|
|
2021
Q2 | $239K | Buy |
+1,499
| New | +$239K | 0.14% | 69 |
|
|
2021
Q1 | – | Sell |
-1,490
| Closed | -$204K | – | 74 |
|
|
2020
Q4 | $204K | Buy |
+1,490
| New | +$204K | 0.14% | 65 |
|
|
2020
Q2 | – | Sell |
-2,370
| Closed | -$235K | – | 73 |
|
|
2020
Q1 | $235K | Sell |
2,370
-2,875
| -55% | -$285K | 0.23% | 65 |
|
|
2019
Q4 | $716K | Hold |
5,245
| – | – | 0.6% | 52 |
|
|
2019
Q3 | $673K | Buy |
5,245
+375
| +8% | +$48.1K | 0.63% | 48 |
|
|
2019
Q2 | $620K | Sell |
4,870
-190
| -4% | -$24.2K | 0.56% | 54 |
|
|
2019
Q1 | $625K | Sell |
5,060
-425
| -8% | -$52.5K | 0.59% | 55 |
|
|
2018
Q4 | $609K | Buy |
+5,485
| New | +$609K | 0.61% | 50 |
|