DWMG
DB Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.17M | Buy |
7,070
+144
| +2% | +$23.8K | 0.66% | 33 |
|
|
2023
Q3 | $1.05M | Buy |
6,926
+1,083
| +19% | +$164K | 0.66% | 33 |
|
|
2023
Q2 | $922K | Sell |
5,843
-185
| -3% | -$29.2K | 0.56% | 39 |
|
|
2023
Q1 | $918K | Sell |
6,028
-189
| -3% | -$28.8K | 0.58% | 39 |
|
|
2022
Q4 | $943K | Sell |
6,217
-1,623
| -21% | -$246K | 0.61% | 38 |
|
|
2022
Q3 | $1.07M | Sell |
7,840
-385
| -5% | -$52.3K | 0.76% | 33 |
|
|
2022
Q2 | $1.19M | Sell |
8,225
-1,815
| -18% | -$263K | 0.81% | 34 |
|
|
2022
Q1 | $1.67M | Sell |
10,040
-2,927
| -23% | -$486K | 1% | 27 |
|
|
2021
Q4 | $2.18M | Buy |
12,967
+4,337
| +50% | +$728K | 1.29% | 21 |
|
|
2021
Q3 | $1.35M | Buy |
8,630
+1,077
| +14% | +$169K | 0.87% | 34 |
|
|
2021
Q2 | $1.2M | Buy |
7,553
+1,742
| +30% | +$276K | 0.77% | 38 |
|
|
2021
Q1 | $881K | Buy |
5,811
+1,440
| +33% | +$218K | 0.6% | 44 |
|
|
2020
Q4 | $598K | Buy |
+4,371
| New | +$598K | 0.44% | 50 |
|