Intrua Financial’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
Q1 | – | Sell |
-1,526
| Closed | -$252K | – | 433 |
|
|
2023
Q4 | $252K | Sell |
1,526
-26
| -2% | -$4.3K | 0.04% | 346 |
|
|
2023
Q3 | $236K | Sell |
1,552
-77
| -5% | -$11.7K | 0.04% | 306 |
|
|
2023
Q2 | $257K | Buy |
1,629
+52
| +3% | +$8.21K | 0.04% | 295 |
|
|
2023
Q1 | $237K | Sell |
1,577
-93
| -6% | -$14K | 0.05% | 290 |
|
|
2022
Q4 | $257K | Buy |
1,670
+1
| +0.1% | +$154 | 0.06% | 275 |
|
|
2022
Q3 | $227K | Sell |
1,669
-4
| -0.2% | -$544 | 0.06% | 273 |
|
|
2022
Q2 | $243K | Buy |
+1,673
| New | +$243K | 0.05% | 315 |
|