DHK Financial Advisors’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
Q2 | – | Sell |
-8,132
| Closed | -$1.46M | – | 88 |
|
|
2024
Q1 | $1.46M | Sell |
8,132
-23,038
| -74% | -$4.13M | 1.03% | 26 |
|
|
2023
Q4 | $5.15M | Buy |
31,170
+124
| +0.4% | +$20.5K | 3.86% | 5 |
|
|
2023
Q3 | $4.74M | Buy |
31,046
+62
| +0.2% | +$9.47K | 4.23% | 5 |
|
|
2023
Q2 | $4.89M | Buy |
30,984
+22,852
| +281% | +$3.61M | 4.16% | 5 |
|
|
2023
Q1 | $1.24M | Hold |
8,132
| – | – | 1.54% | 19 |
|
|
2022
Q4 | $1.23M | Hold |
8,132
| – | – | 1.71% | 19 |
|
|
2022
Q3 | $1.11M | Hold |
8,132
| – | – | 1.82% | 16 |
|
|
2022
Q2 | $1.18M | Hold |
8,132
| – | – | 1.13% | 22 |
|
|
2022
Q1 | $1.35M | Buy |
+8,132
| New | +$1.35M | 1.14% | 21 |
|