Accel Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-166
| Closed | -$25.3K | – | 527 |
|
|
2023
Q1 | $25.3K | Hold |
166
| – | – | 0.01% | 641 |
|
|
2022
Q4 | $25.2K | Sell |
166
-29
| -15% | -$4.4K | 0.01% | 497 |
|
|
2022
Q3 | $28K | Hold |
195
| – | – | 0.02% | 483 |
|
|
2022
Q2 | $28K | Hold |
195
| – | – | 0.02% | 463 |
|
|
2022
Q1 | $32K | Hold |
195
| – | – | 0.02% | 455 |
|
|
2021
Q4 | $33K | Hold |
195
| – | – | 0.02% | 461 |
|
|
2021
Q3 | $31K | Hold |
195
| – | – | 0.02% | 411 |
|
|
2021
Q2 | $31K | Hold |
195
| – | – | 0.02% | 433 |
|
|
2021
Q1 | $30K | Buy |
195
+59
| +43% | +$9.08K | 0.02% | 416 |
|
|
2020
Q4 | $19K | Buy |
+136
| New | +$19K | 0.02% | 506 |
|