BKS Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$295K Hold
2018
Q4
$265K Hold
2018
Q3
$302K Hold
2018
Q2
$290K Hold
2018
Q1
$287K Hold
2017
Q4
$297K Buy
2017
Q3
$212K Hold
2017
Q2
$208K Hold
2017
Q1
$206K Hold
2016
Q4
$200K Hold
2016
Q3
$189K Buy