PWAG
Polaris Wealth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,005
| Closed | -$505K | – | 179 |
|
|
2021
Q4 | $505K | Buy |
+3,005
| New | +$505K | 0.03% | 126 |
|
|
2016
Q2 | – | Sell |
-2,326
| Closed | -$230K | – | 117 |
|
|
2016
Q1 | $230K | Sell |
2,326
-1,296
| -36% | -$128K | 0.04% | 99 |
|
|
2015
Q4 | $354K | Buy |
+3,622
| New | +$354K | 0.06% | 113 |
|