Shelton Wealth Management’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
Q2
Sell
-1,889
Closed -$314K 67
2022
Q1
$314K Sell
1,889
-16
-0.8% -$2.66K 0.25% 51
2021
Q4
$320K Buy
+1,905
New +$320K 0.25% 48