Surevest’s iShares Russell 1000 Value ETF IWD Stock Holding History

Surevest’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$297K	Hold
2022 Q2	$316K	Hold
2022 Q1	$362K	Sell
2021 Q4	$436K	Sell
2021 Q3	$449K	Buy
2021 Q2	$344K	Hold
2021 Q1	$329K	Sell
2020 Q4	$307K	Buy