Interchange Capital Partners’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
Q1
Sell
-15,093
Closed -$2.53M 164
2021
Q4
$2.53M Buy
+15,093
New +$2.53M 2.55% 6
2021
Q2
Sell
-1,406
Closed -$213K 155
2021
Q1
$213K Buy
1,406
+666
+90% +$101K 0.12% 216
2020
Q4
$101K Buy
+740
New +$101K 0.05% 302