SSWM
Sheets Smith Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-340
| Closed | -$51.6K | – | 425 |
|
|
2023
Q3 | $51.6K | Buy |
+340
| New | +$51.6K | 0.01% | 385 |
|
|
2017
Q3 | – | Sell |
-17,507
| Closed | -$2.04M | – | 307 |
|
|
2017
Q2 | $2.04M | Sell |
17,507
-788
| -4% | -$91.7K | 0.54% | 54 |
|
|
2017
Q1 | $2.1M | Sell |
18,295
-252
| -1% | -$29K | 0.56% | 51 |
|
|
2016
Q4 | $2.08M | Buy |
+18,547
| New | +$2.08M | 0.58% | 47 |
|