BHPW
IWD icon

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27,582
Closed -$4.56M – 367
2023
Q4 		$4.56M Buy
+27,582
New +$4.56M 1.19% 15
2023
Q1 		– Sell
-2,379
Closed -$361K – 287
2022
Q4 		$361K Buy
+2,379
New +$361K 0.16% 146