OWA
Opal Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.3K | Buy |
+223
| New | +$43.3K | 0.01% | 395 |
|
|
2025
Q1 | – | Sell |
-5,075
| Closed | -$940K | – | 534 |
|
|
2024
Q4 | $940K | Buy |
+5,075
| New | +$940K | 0.28% | 48 |
|
|
2024
Q3 | – | Sell |
-161
| Closed | -$28.1K | – | 685 |
|
|
2024
Q2 | $28.1K | Buy |
+161
| New | +$28.1K | 0.01% | 435 |
|
|
2024
Q1 | – | Sell |
-3,558
| Closed | -$588K | – | 353 |
|
|
2023
Q4 | $588K | Buy |
+3,558
| New | +$588K | 0.23% | 67 |
|