Your Advocates Ltd’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 Q1	–	Sell	-51	Closed	-$8.43K	–	242
2023 Q4	$8.43K	Hold	51	–	–	﹤0.01%	108
2023 Q3	$7.74K	Hold	51	–	–	﹤0.01%	119
2023 Q2	$8.05K	Hold	51	–	–	﹤0.01%	142
2023 Q1	$7.76K	Hold	51	–	–	﹤0.01%	106
2022 Q4	$7.73K	Hold	51	–	–	﹤0.01%	97
2022 Q3	$7K	Sell	51 -85	-63%	-$12.8K	﹤0.01%	100
2022 Q2	$20K	Hold	136	–	–	0.01%	66
2022 Q1	$23K	Hold	136	–	–	0.01%	68
2021 Q4	$23K	Hold	136	–	–	0.01%	60
2021 Q3	$21K	Sell	136 -60	-31%	-$9.62K	0.01%	66
2021 Q2	$31K	Hold	196	–	–	0.02%	47
2021 Q1	$30K	Hold	196	–	–	0.02%	46
2020 Q4	$27K	Hold	196	–	–	0.02%	51
2020 Q3	$23K	Hold	196	–	–	0.02%	53
2020 Q2	$22K	Hold	196	–	–	0.02%	57
2020 Q1	$19K	Buy	+196	New	+$24.4K	0.02%	55