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J. Safra Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

J. Safra Asset Management’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,295
Closed -$175K – 30
2021
Q2 		$175K Sell
1,295
-2,083
-62% -$281K 0.08% 26
2021
Q1 		$512K Buy
3,378
+2,520
+294% +$382K 0.24% 16
2020
Q4 		$117K Buy
+858
New +$117K 0.06% 26