NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,099
| Closed | -$647K | – | 52 |
|
|
2023
Q2 | $647K | Buy |
4,099
+9
| +0.2% | +$1.42K | 0.12% | 88 |
|
|
2023
Q1 | $623K | Buy |
4,090
+10
| +0.2% | +$1.52K | 0.11% | 98 |
|
|
2022
Q4 | $619K | Buy |
4,080
+14
| +0.3% | +$2.12K | 0.12% | 101 |
|
|
2022
Q3 | $553K | Buy |
4,066
+14
| +0.3% | +$1.9K | 0.11% | 103 |
|
|
2022
Q2 | $587K | Buy |
4,052
+9
| +0.2% | +$1.3K | 0.13% | 97 |
|
|
2022
Q1 | $671K | Buy |
4,043
+8
| +0.2% | +$1.33K | 0.13% | 92 |
|
|
2021
Q4 | $678K | Buy |
+4,035
| New | +$678K | 0.13% | 73 |
|