Connectus Wealth’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
$741K Sell
2023
Q4
$972K Buy
2023
Q3
$828K Buy
2023
Q2
$258K Buy
2023
Q1
$244K Sell
2022
Q4
$356K Sell
2022
Q3
$329K Sell
2022
Q2
$3.7M Buy
2022
Q1
$210K Buy