Arthur Zaske & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $445K | Sell |
3,576
-2,382
| -40% | -$296K | 0.49% | 29 |
|
|
2017
Q3 | $706K | Hold |
5,958
| – | – | 0.75% | 14 |
|
|
2017
Q2 | $694K | Sell |
5,958
-175
| -3% | -$20.4K | 0.61% | 13 |
|
|
2017
Q1 | $705K | Hold |
6,133
| – | – | 0.51% | 14 |
|
|
2016
Q4 | $687K | Sell |
6,133
-30
| -0.5% | -$3.36K | 0.5% | 20 |
|
|
2016
Q3 | $651K | Buy |
+6,163
| New | +$651K | 0.97% | 23 |
|