Boys Arnold & Co’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
Q2 | – | Sell |
-3,816
| Closed | -$378K | – | 108 |
|
|
2020
Q1 | $378K | Hold |
3,816
| – | – | 0.07% | 183 |
|
|
2019
Q4 | $521K | Sell |
3,816
-57
| -1% | -$7.78K | 0.07% | 192 |
|
|
2019
Q3 | $496K | Hold |
3,873
| – | – | 0.07% | 188 |
|
|
2019
Q2 | $493K | Buy |
3,873
+2,186
| +130% | +$278K | 0.07% | 201 |
|
|
2019
Q1 | $208K | Buy |
+1,687
| New | +$208K | 0.03% | 262 |
|
|
2018
Q4 | – | Sell |
-1,687
| Closed | -$214K | – | 271 |
|
|
2018
Q3 | $214K | Hold |
1,687
| – | – | 0.03% | 267 |
|
|
2018
Q2 | $205K | Hold |
1,687
| – | – | 0.03% | 267 |
|
|
2018
Q1 | $205K | Buy |
1,687
+57
| +3% | +$6.93K | 0.03% | 274 |
|
|
2017
Q4 | $203K | Buy |
+1,630
| New | +$203K | 0.03% | 268 |
|