Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150
| Closed | -$22.7K | – | 430 |
|
|
2022
Q4 | $22.7K | Hold |
150
| – | – | 0.01% | 380 |
|
|
2022
Q3 | $20K | Hold |
150
| – | – | 0.01% | 391 |
|
|
2022
Q2 | $22K | Hold |
150
| – | – | 0.01% | 386 |
|
|
2022
Q1 | $25K | Hold |
150
| – | – | 0.01% | 396 |
|
|
2021
Q4 | $25K | Buy |
+150
| New | +$25K | 0.01% | 396 |
|