Financial Synergies Wealth 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 |
-307
| Closed | -$55K | – | 254 |
|
|
2024
Q1 | $55K | Buy |
307
+218
| +245% | +$39.1K | 0.01% | 124 |
|
|
2023
Q4 | $13.5K | Sell |
89
-213
| -71% | -$32.4K | ﹤0.01% | 167 |
|
|
2023
Q3 | $45.9K | Hold |
302
| – | – | 0.01% | 117 |
|
|
2023
Q2 | $47.7K | Sell |
302
-120
| -28% | -$18.9K | 0.01% | 110 |
|
|
2023
Q1 | $64.3K | Buy |
422
+333
| +374% | +$50.7K | 0.01% | 102 |
|
|
2022
Q4 | $13.5K | Hold |
89
| – | – | ﹤0.01% | 167 |
|
|
2022
Q3 | $12K | Buy |
+89
| New | +$12K | ﹤0.01% | 148 |
|