Abich Financial Wealth Management’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
Q3
$11K Sell
58
-1,744
-97% -$331K 0.02% 190
2024
Q2
$314K Sell
1,802
-2,537
-58% -$443K 0.21% 19
2024
Q1
$777K Buy
4,339
+3,762
+652% +$674K 0.6% 10
2023
Q4
$95.3K Buy
+577
New +$95.3K 0.09% 46