Bridgewater Wealth & Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $257K | Sell |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $365K | Sell |
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|
2016
Q3 | $352K | Sell |
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|
2016
Q2 | $366K | Hold |
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|
2016
Q1 | $350K | Sell |
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|
2015
Q4 | $385K | Buy |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $425K | Buy |
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|
2015
Q1 | $423K | Buy |
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|
2014
Q4 | $423K | Buy |
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