Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-72,124
| Closed | -$7.13M | – | 147 |
|
|
2016
Q1 | $7.13M | Buy |
+72,124
| New | +$7.13M | 1.17% | 22 |
|
|
2014
Q4 | – | Sell |
-139,183
| Closed | -$13.9M | – | 87 |
|
|
2014
Q3 | $13.9M | Sell |
139,183
-490
| -0.4% | -$49K | 4.19% | 6 |
|
|
2014
Q2 | $14.1M | Sell |
139,673
-16,578
| -11% | -$1.68M | 3.65% | 7 |
|
|
2014
Q1 | $15.1M | Buy |
156,251
+14,111
| +10% | +$1.36M | 4.32% | 6 |
|
|
2013
Q4 | $13.4M | Buy |
142,140
+27,350
| +24% | +$2.58M | 4.63% | 6 |
|
|
2013
Q3 | $9.57M | Buy |
114,790
+57,546
| +101% | +$4.8M | 3.3% | 8 |
|
|
2013
Q2 | $4.8M | Buy |
+57,244
| New | +$4.8M | 2.21% | 11 |
|