Pinnacle Private Wealth’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
2022
Q2
$345K Buy
2,381
+90
+4% +$13K 0.14% 176
2022
Q1
$380K Buy
2,291
+415
+22% +$68.8K 0.12% 185
2021
Q4
$315K Buy
+1,876
New +$315K 0.1% 203