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Mitchell McLeod Pugh & Williams’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,669
Closed -$254K – 256
2023
Q1 		$254K Sell
1,669
-673
-29% -$102K 0.08% 213
2022
Q4 		$355K Buy
+2,342
New +$355K 0.12% 182