WA
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Wambolt & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wambolt & Associates’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,648
Closed -$250K – 267
2022
Q4 		$250K Buy
+1,648
New +$250K 0.1% 208