IWAG
Integer Wealth Advisors Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $6.71M | Sell |
43,359
-13,431
| -24% | -$2.08M | 3.66% | 8 |
|
|
2020
Q4 | $7.92M | Buy |
56,790
+4,819
| +9% | +$672K | 5.22% | 4 |
|
|
2020
Q3 | $6.14M | Buy |
51,971
+3,522
| +7% | +$416K | 5.64% | 4 |
|
|
2020
Q2 | $5.39M | Buy |
48,449
+509
| +1% | +$56.6K | 5.52% | 4 |
|
|
2020
Q1 | $5.25M | Buy |
47,940
+1,923
| +4% | +$211K | 5.97% | 4 |
|
|
2019
Q4 | $6.24M | Buy |
+46,017
| New | +$6.24M | 6.19% | 4 |
|