Wealth Management Associates’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
Q2 | – | Sell |
-2,219
| Closed | -$368K | – | 189 |
|
|
2022
Q1 | $368K | Sell |
2,219
-109
| -5% | -$18.1K | 0.21% | 122 |
|
|
2021
Q4 | $391K | Sell |
2,328
-11
| -0.5% | -$1.85K | 0.21% | 126 |
|
|
2021
Q3 | $366K | Sell |
2,339
-194
| -8% | -$30.4K | 0.21% | 120 |
|
|
2021
Q2 | $402K | Buy |
2,533
+1,212
| +92% | +$192K | 0.23% | 121 |
|
|
2021
Q1 | $200K | Buy |
+1,321
| New | +$200K | 0.13% | 181 |
|