Security National Bank’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
2021
Q4
Sell
-1,343
Closed -$210K 108
2021
Q3
$210K Hold
1,343
0.05% 99
2021
Q2
$213K Hold
1,343
0.06% 96
2021
Q1
$204K Buy
+1,343
New +$204K 0.06% 94