WJWM
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Williams Jones Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Williams Jones Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,578
Closed -$262K – 594
2022
Q1 		$262K Buy
+1,578
New +$262K ﹤0.01% 443