Level Financial Advisors’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 |
-164
| Closed | -$27.1K | – | 168 |
|
|
2023
Q4 | $27.1K | Hold |
164
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $24.9K | Hold |
164
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $25.9K | Hold |
164
| – | – | 0.01% | 138 |
|
|
2023
Q1 | $25K | Sell |
164
-20
| -11% | -$3.05K | 0.02% | 121 |
|
|
2022
Q4 | $28K | Buy |
184
+20
| +12% | +$3.04K | 0.02% | 114 |
|
|
2022
Q3 | $22K | Hold |
164
| – | – | 0.02% | 130 |
|
|
2022
Q2 | $24K | Buy |
+164
| New | +$24K | 0.02% | 136 |
|