DHK Financial Advisors’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
Q2
Sell
2024
Q1
$1.46M Sell
2023
Q4
$5.15M Buy
2023
Q3
$4.74M Buy
2023
Q2
$4.89M Buy
2023
Q1
$1.24M Hold
2022
Q4
$1.23M Hold
2022
Q3
$1.11M Hold
2022
Q2
$1.18M Hold
2022
Q1
$1.35M Buy