Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $311K | Buy |
2,050
+1,025
| +100% | +$155K | 0.04% | 285 |
|
|
2022
Q3 | $139K | Hold |
1,025
| – | – | 0.04% | 291 |
|
|
2022
Q2 | $149K | Hold |
1,025
| – | – | 0.05% | 289 |
|
|
2022
Q1 | $170K | Buy |
+1,025
| New | +$170K | 0.05% | 298 |
|
|
2021
Q3 | $168K | Sell |
1,071
-81
| -7% | -$12.7K | 0.06% | 244 |
|
|
2021
Q2 | $183K | Hold |
1,152
| – | – | 0.07% | 240 |
|
|
2021
Q1 | $175K | Buy |
+1,152
| New | +$175K | 0.1% | 184 |
|