SWS
IWD icon

SYSTM Wealth Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,481
Closed -$265K 815
2024
Q1
$265K Sell
1,481
-23,766
-94% -$4.26M 0.03% 362
2023
Q4
$4.17M Buy
+25,247
New +$4.17M 0.58% 42