WFWM
IWD icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-71,615
Closed -$8.23M 31
2017
Q1
$8.23M Buy
71,615
+3,601
+5% +$414K 5.65% 10
2016
Q4
$7.62M Buy
+68,014
New +$7.62M 4.99% 10