Demars Financial Group’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 | – | Sell |
-1,906
| Closed | -$315K | – | 76 |
|
|
2023
Q4 | $315K | Sell |
1,906
-35,117
| -95% | -$5.8M | 0.17% | 54 |
|
|
2023
Q3 | $5.62M | Sell |
37,023
-1,634
| -4% | -$248K | 3.22% | 3 |
|
|
2023
Q2 | $6.1M | Sell |
38,657
-787
| -2% | -$124K | 3.39% | 3 |
|
|
2023
Q1 | $6.01M | Sell |
39,444
-380
| -1% | -$57.9K | 3.31% | 4 |
|
|
2022
Q4 | $6.04M | Buy |
39,824
+600
| +2% | +$91K | 3.33% | 4 |
|
|
2022
Q3 | $5.33M | Sell |
39,224
-1,038
| -3% | -$141K | 3.17% | 4 |
|
|
2022
Q2 | $5.84M | Buy |
+40,262
| New | +$5.84M | 3.33% | 7 |
|