Vigilant Capital 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
Q2 | $303K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $584K | Hold |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $513K | Sell |
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|
2019
Q3 | $487K | Sell |
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|
2019
Q2 | $623K | Sell |
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|
2019
Q1 | $648K | Buy |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $436K | Hold |
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|
2018
Q2 | $418K | Sell |
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|
2018
Q1 | $437K | Sell |
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|
2017
Q4 | $471K | Buy |
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|
2017
Q3 | $426K | Hold |
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|
2017
Q2 | $419K | Hold |
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|
2017
Q1 | $413K | Hold |
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|
2016
Q4 | $403K | Hold |
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|
2016
Q3 | $380K | Hold |
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|
2016
Q2 | $371K | Buy |
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