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

Wealth Management Solutions’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$398K Sell
2,624
-214
-8% -$32.5K 0.27% 51
2023
Q2 		$448K Sell
2,838
-18
-0.6% -$2.84K 0.29% 46
2023
Q1 		$435K Sell
2,856
-169
-6% -$25.7K 0.25% 45
2022
Q4 		$459K Buy
+3,025
New +$459K 0.24% 52