Bernardo Wealth Planning’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
2022
Q2
Sell
-2,826
Closed -$469K 90
2022
Q1
$469K Buy
+2,826
New +$469K 0.23% 50