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Diversify Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Diversify Advisory Services’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,254
Closed -$240K – 655
2024
Q3 		$240K Sell
1,254
-76
-6% -$14.5K 0.01% 556
2024
Q2 		$231K Buy
1,330
+152
+13% +$26.4K 0.01% 575
2024
Q1 		$210K Buy
+1,178
New +$210K 0.01% 606