Columbia Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,253
| Closed | -$901K | – | 234 |
|
|
2017
Q4 | $901K | Hold |
7,253
| – | – | 0.12% | 172 |
|
|
2017
Q3 | $859K | Hold |
7,253
| – | – | 0.11% | 169 |
|
|
2017
Q2 | $844K | Hold |
7,253
| – | – | 0.11% | 188 |
|
|
2017
Q1 | $833K | Hold |
7,253
| – | – | 0.11% | 185 |
|
|
2016
Q4 | $812K | Hold |
7,253
| – | – | 0.07% | 253 |
|
|
2016
Q3 | $766K | Buy |
+7,253
| New | +$766K | 0.06% | 258 |
|