Bromfield Sneider Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$450K Buy
2023
Q4
$320K Buy
2022
Q4
Sell
2022
Q3
$261K Hold
2022
Q2
$278K Buy