RW
RVW Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,235
| Closed | -$1.36M | – | 148 |
|
|
2023
Q4 | $1.36M | Hold |
8,235
| – | – | 0.15% | 58 |
|
|
2023
Q3 | $1.25M | Hold |
8,235
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $1.3M | Sell |
8,235
-198
| -2% | -$31.3K | 0.15% | 61 |
|
|
2023
Q1 | $1.28M | Hold |
8,433
| – | – | 0.16% | 64 |
|
|
2022
Q4 | $1.28M | Buy |
+8,433
| New | +$1.28M | 0.16% | 63 |
|