PWS
Private Wealth Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $371K | Buy |
2,124
+5
| +0.2% | +$872 | 0.07% | 52 |
|
|
2024
Q1 | $380K | Buy |
2,119
+5
| +0.2% | +$896 | 0.08% | 46 |
|
|
2023
Q4 | $349K | Buy |
2,114
+14
| +0.7% | +$2.31K | 0.08% | 52 |
|
|
2023
Q3 | $319K | Hold |
2,100
| – | – | 0.08% | 53 |
|
|
2023
Q2 | $331K | Buy |
2,100
+4
| +0.2% | +$631 | 0.08% | 57 |
|
|
2023
Q1 | $319K | Sell |
2,096
-419
| -17% | -$63.8K | 0.08% | 60 |
|
|
2022
Q4 | $381K | Hold |
2,515
| – | – | 0.1% | 57 |
|
|
2022
Q3 | $342K | Buy |
+2,515
| New | +$342K | 0.1% | 56 |
|