WR Wealth Planners’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
Q4 | $17.9K | Buy |
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|
2024
Q3 | $18.3K | Hold |
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|
2024
Q2 | $16.7K | Sell |
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|
2024
Q1 | $18.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $14.2K | Sell |
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|
2023
Q2 | $31.5K | Buy |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $14.1K | Buy |
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|
2022
Q3 | $12.5K | Hold |
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|
2022
Q2 | $13.3K | Buy |
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|
2022
Q1 | $15.1K | Buy |
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