Monumental Financial Group’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 |
-1,723
| Closed | -$285K | – | 42 |
|
|
2023
Q4 | $285K | Buy |
+1,723
| New | +$285K | 0.17% | 38 |
|
|
2023
Q2 | – | Sell |
-971
| Closed | -$148K | – | 63 |
|
|
2023
Q1 | $148K | Buy |
+971
| New | +$148K | 0.11% | 53 |
|
|
2022
Q2 | – | Sell |
-971
| Closed | -$161K | – | 49 |
|
|
2022
Q1 | $161K | Buy |
+971
| New | +$161K | 0.13% | 24 |
|