Keudell/Morrison Wealth Management’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 |
-5,144
| Closed | -$850K | – | 207 |
|
|
2023
Q4 | $850K | Buy |
+5,144
| New | +$850K | 0.28% | 72 |
|
|
2023
Q1 | – | Sell |
-1,907
| Closed | -$289K | – | 188 |
|
|
2022
Q4 | $289K | Buy |
+1,907
| New | +$289K | 0.09% | 139 |
|
|
2022
Q1 | – | Sell |
-1,316
| Closed | -$221K | – | 188 |
|
|
2021
Q4 | $221K | Buy |
+1,316
| New | +$221K | 0.09% | 174 |
|