Swaine & Leidel Wealth Services’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
Q1
$338 Buy
+338
New +$338 0.26% 51
2021
Q3
$382K Buy
+2,441
New +$382K 0.34% 47
2021
Q1
$338K Sell
2,228
-144
-6% -$21.8K 0.22% 58
2020
Q4
$324K Buy
+2,372
New +$324K 0.24% 56