New England Investment & Retirement 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
2021
Q3
$630K Buy
4,026
+20
+0.5% +$3.13K 0.15% 65
2021
Q2
$635K Buy
4,006
+15
+0.4% +$2.38K 0.14% 67
2021
Q1
$605K Buy
3,991
+16
+0.4% +$2.43K 0.15% 64
2020
Q4
$544K Buy
+3,975
New +$544K 0.13% 60