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Compass Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Compass Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$94.7K – 403
2023
Q2 		$94.7K Sell
600
-141
-19% -$22.3K 0.03% 193
2023
Q1 		$113K Buy
+741
New +$113K 0.04% 178