BKS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $295K | Hold |
2,389
| – | – | 0.12% | 160 |
|
|
2018
Q4 | $265K | Hold |
2,389
| – | – | 0.12% | 161 |
|
|
2018
Q3 | $302K | Hold |
2,389
| – | – | 0.11% | 164 |
|
|
2018
Q2 | $290K | Hold |
2,389
| – | – | 0.1% | 165 |
|
|
2018
Q1 | $287K | Hold |
2,389
| – | – | 0.1% | 164 |
|
|
2017
Q4 | $297K | Buy |
2,389
+600
| +34% | +$74.6K | 0.11% | 158 |
|
|
2017
Q3 | $212K | Hold |
1,789
| – | – | 0.08% | 186 |
|
|
2017
Q2 | $208K | Hold |
1,789
| – | – | 0.08% | 187 |
|
|
2017
Q1 | $206K | Hold |
1,789
| – | – | 0.09% | 180 |
|
|
2016
Q4 | $200K | Hold |
1,789
| – | – | 0.09% | 175 |
|
|
2016
Q3 | $189K | Buy |
+1,789
| New | +$189K | 0.09% | 167 |
|