Dechtman Wealth Management’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
Q4 | $527K | Buy |
2,845
+15
| +0.5% | +$2.78K | 0.1% | 35 |
|
|
2024
Q3 | $537K | Sell |
2,830
-32
| -1% | -$6.07K | 0.11% | 35 |
|
|
2024
Q2 | $499K | Sell |
2,862
-22
| -0.8% | -$3.84K | 0.11% | 35 |
|
|
2024
Q1 | $517K | Buy |
2,884
+12
| +0.4% | +$2.15K | 0.12% | 35 |
|
|
2023
Q4 | $474K | Buy |
2,872
+34
| +1% | +$5.61K | 0.12% | 31 |
|
|
2023
Q3 | $431K | Buy |
2,838
+70
| +3% | +$10.6K | 0.13% | 31 |
|
|
2023
Q2 | $437K | Buy |
+2,768
| New | +$437K | 0.13% | 32 |
|