Private Wealth Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$371K Buy
2024
Q1
$380K Buy
2023
Q4
$349K Buy
2023
Q3
$319K Hold
2023
Q2
$331K Buy
2023
Q1
$319K Sell
2022
Q4
$381K Hold
2022
Q3
$342K Buy