Campbell Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $281K | Buy |
+1,518
| New | +$281K | 0.03% | 72 |
|
|
2024
Q2 | – | Sell |
-1,577
| Closed | -$282K | – | 64 |
|
|
2024
Q1 | $282K | Buy |
+1,577
| New | +$282K | 0.03% | 65 |
|
|
2020
Q3 | – | Sell |
-1,022
| Closed | -$115K | – | 208 |
|
|
2020
Q2 | $115K | Buy |
+1,022
| New | +$115K | 0.02% | 86 |
|
|
2019
Q2 | – | Sell |
-1,748
| Closed | -$216K | – | 64 |
|
|
2019
Q1 | $216K | Buy |
+1,748
| New | +$216K | 0.06% | 52 |
|