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Addison Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Addison Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,725
Closed -$327K – 139
2024
Q3 		$327K Sell
1,725
-198
-10% -$37.6K 0.13% 113
2024
Q2 		$336K Buy
1,923
+110
+6% +$19.2K 0.15% 106
2024
Q1 		$325K Buy
+1,813
New +$325K 0.16% 100