Connectus Wealth’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
Q1 | $741K | Sell |
5,331
-550
| -9% | -$76.4K | 0.02% | 260 |
|
|
2023
Q4 | $972K | Buy |
5,881
+432
| +8% | +$71.4K | 0.02% | 332 |
|
|
2023
Q3 | $828K | Buy |
5,449
+3,817
| +234% | +$580K | 0.02% | 340 |
|
|
2023
Q2 | $258K | Buy |
1,632
+33
| +2% | +$5.22K | 0.01% | 416 |
|
|
2023
Q1 | $244K | Sell |
1,599
-738
| -32% | -$113K | 0.01% | 406 |
|
|
2022
Q4 | $356K | Sell |
2,337
-76
| -3% | -$11.6K | 0.01% | 368 |
|
|
2022
Q3 | $329K | Sell |
2,413
-23,016
| -91% | -$3.14M | 0.01% | 445 |
|
|
2022
Q2 | $3.7M | Buy |
25,429
+24,181
| +1,938% | +$3.52M | 0.08% | 168 |
|
|
2022
Q1 | $210K | Buy |
+1,248
| New | +$210K | 0.01% | 349 |
|