Pursue Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,036
| Closed | -$953K | – | 95 |
|
|
2023
Q2 | $953K | Hold |
6,036
| – | – | 0.6% | 43 |
|
|
2023
Q1 | $919K | Hold |
6,036
| – | – | 0.63% | 47 |
|
|
2022
Q4 | $915K | Hold |
6,036
| – | – | 0.71% | 45 |
|
|
2022
Q3 | $821K | Buy |
6,036
+2,100
| +53% | +$286K | 0.59% | 48 |
|
|
2022
Q2 | $571K | Hold |
3,936
| – | – | 0.36% | 61 |
|
|
2022
Q1 | $654K | Hold |
3,936
| – | – | 0.27% | 74 |
|
|
2021
Q4 | $661K | Buy |
+3,936
| New | +$661K | 0.26% | 77 |
|