Berry Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.07M | Buy |
37,085
+859
| +2% | +$117K | 2.29% | 14 |
|
|
2020
Q3 | $4.28M | Sell |
36,226
-373
| -1% | -$44.1K | 2.3% | 13 |
|
|
2020
Q2 | $4.12M | Buy |
36,599
+2,413
| +7% | +$272K | 2.55% | 12 |
|
|
2020
Q1 | $3.39M | Buy |
34,186
+3,891
| +13% | +$386K | 2.56% | 13 |
|
|
2019
Q4 | $4.14M | Buy |
+30,295
| New | +$4.14M | 2.23% | 14 |
|