Scharf Investments’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
2022
Q1
Sell
-35,101
Closed -$5.9M 51
2021
Q4
$5.9M Buy
+35,101
New +$5.9M 0.17% 26
2018
Q1
Sell
-3,362
Closed -$418K 48
2017
Q4
$418K Buy
+3,362
New +$418K 0.01% 52