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Source Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Source Financial Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,958
Closed -$497K – 115
2021
Q4 		$497K Buy
+2,958
New +$497K 0.13% 75