Lumature Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lumature Wealth Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$41K	Hold
2023 Q1	$39.6K	Hold
2022 Q4	$39.4K	Buy
2021 Q4	–	Sell
2021 Q3	$46K	Hold
2021 Q2	$47K	Buy
2021 Q1	$45K	Hold
2020 Q4	$40K	Buy