Blue Chip Wealth Management’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
Q3 | $424K | Sell |
3,585
-521
| -13% | -$61.6K | 0.33% | 65 |
|
|
2020
Q2 | $462K | Sell |
4,106
-251
| -6% | -$28.2K | 0.44% | 59 |
|
|
2020
Q1 | $432K | Sell |
4,357
-1,162
| -21% | -$115K | 0.54% | 52 |
|
|
2019
Q4 | $753K | Buy |
5,519
+352
| +7% | +$48K | 0.7% | 42 |
|
|
2019
Q3 | $663K | Hold |
5,167
| – | – | 0.69% | 44 |
|
|
2019
Q2 | $657K | Sell |
5,167
-135
| -3% | -$17.2K | 0.69% | 43 |
|
|
2019
Q1 | $655K | Sell |
5,302
-569
| -10% | -$70.3K | 0.74% | 41 |
|
|
2018
Q4 | $652K | Sell |
5,871
-370
| -6% | -$41.1K | 0.86% | 38 |
|
|
2018
Q3 | $790K | Buy |
6,241
+21
| +0.3% | +$2.66K | 0.8% | 38 |
|
|
2018
Q2 | $755K | Hold |
6,220
| – | – | 0.82% | 34 |
|
|
2018
Q1 | $746K | Buy |
+6,220
| New | +$746K | 0.76% | 35 |
|