DGS Capital 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
$393K Buy
2,123
+46
+2% +$8.52K 0.1% 181
2024
Q3
$394K Sell
2,077
-15
-0.7% -$2.85K 0.11% 185
2024
Q2
$365K Buy
2,092
+245
+13% +$42.7K 0.1% 183
2024
Q1
$331K Buy
+1,847
New +$331K 0.09% 193