Beverly Hills Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beverly Hills Private Wealth’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$4.56M	Buy
2023 Q1	–	Sell
2022 Q4	$361K	Buy