WWA
WCG Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
12,689
-528
| -4% | -$103K | 0.16% | 136 |
|
|
2025
Q1 | $2.49M | Sell |
13,217
-156
| -1% | -$29.4K | 0.19% | 128 |
|
|
2024
Q4 | $2.48M | Buy |
13,373
+44
| +0.3% | +$8.15K | 0.16% | 135 |
|
|
2024
Q3 | $2.53M | Sell |
13,329
-146
| -1% | -$27.7K | 0.17% | 133 |
|
|
2024
Q2 | $2.35M | Sell |
13,475
-290
| -2% | -$50.6K | 0.17% | 121 |
|
|
2024
Q1 | $2.47M | Sell |
13,765
-1,328
| -9% | -$238K | 0.21% | 105 |
|
|
2023
Q4 | $2.49M | Sell |
15,093
-443
| -3% | -$73.2K | 0.18% | 113 |
|
|
2023
Q3 | $2.36M | Buy |
+15,536
| New | +$2.36M | 0.17% | 125 |
|
|
2022
Q4 | – | Sell |
-5,901
| Closed | -$817K | – | 216 |
|
|
2022
Q3 | $817K | Buy |
+5,901
| New | +$817K | 0.11% | 144 |
|