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Charles Schwab Investment Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Charles Schwab Investment Advisory’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,029
Closed -$363K – 42
2024
Q1 		$363K Sell
2,029
-43
-2% -$7.7K ﹤0.01% 85
2023
Q4 		$342K Buy
+2,072
New +$342K ﹤0.01% 82