PWA
Physician 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 | $8.86K | Buy |
46
+1
| +2% | +$193 | ﹤0.01% | 665 |
|
|
2025
Q1 | $8.55K | Hold |
45
| – | – | ﹤0.01% | 635 |
|
|
2024
Q4 | $8.38K | Buy |
+45
| New | +$8.38K | ﹤0.01% | 653 |
|
|
2021
Q1 | – | Sell |
-2,053
| Closed | -$296K | – | 145 |
|
|
2020
Q4 | $296K | Buy |
+2,053
| New | +$296K | 0.1% | 107 |
|