Brickley 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
Q1 | – | Sell |
-3,300
| Closed | -$450K | – | 45 |
|
|
2019
Q4 | $450K | Hold |
3,300
| – | – | 0.16% | 29 |
|
|
2019
Q3 | $423K | Hold |
3,300
| – | – | 0.17% | 29 |
|
|
2019
Q2 | $420K | Hold |
3,300
| – | – | 0.18% | 26 |
|
|
2019
Q1 | $408K | Hold |
3,300
| – | – | 0.18% | 28 |
|
|
2018
Q4 | $366K | Hold |
3,300
| – | – | 0.18% | 28 |
|
|
2018
Q3 | $418K | Buy |
+3,300
| New | +$418K | 0.2% | 28 |
|