Steele Capital 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
2024
Q3
Sell
-1,247
Closed -$218K 108
2024
Q2
$218K Hold
1,247
0.01% 163
2024
Q1
$223K Hold
1,247
0.01% 159
2023
Q4
$206K Buy
+1,247
New +$206K 0.01% 158