Your Advocates Ltd’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-51
| Closed | -$8.43K | – | 243 |
|
|
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 | $7.77K | Hold |
51
| – | – | ﹤0.01% | 106 |
|
|
2022
Q4 | $7.73K | Hold |
51
| – | – | ﹤0.01% | 97 |
|
|
2022
Q3 | $7K | Sell |
51
-85
| -63% | -$11.7K | ﹤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% | -$9.27K | 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 | +$19K | 0.02% | 55 |
|