New Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.61M | Hold |
10,635
| – | – | 4.41% | 6 |
|
|
2023
Q2 | $1.68M | Hold |
10,635
| – | – | 4.25% | 6 |
|
|
2023
Q1 | $1.62M | Hold |
10,635
| – | – | 4.61% | 7 |
|
|
2022
Q4 | $1.61M | Hold |
10,635
| – | – | 5.01% | 7 |
|
|
2022
Q3 | $1.45M | Hold |
10,635
| – | – | 3.73% | 7 |
|
|
2022
Q2 | $1.54M | Hold |
10,635
| – | – | 3.13% | 7 |
|
|
2022
Q1 | $1.77M | Hold |
10,635
| – | – | 0.66% | 6 |
|
|
2021
Q4 | $1.79M | Buy |
+10,635
| New | +$1.79M | 0.35% | 7 |
|