Concert Wealth 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
Q2 | – | Sell |
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|
2017
Q1 | $1.56M | Sell |
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|
2016
Q4 | $1.67M | Buy |
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|
2016
Q3 | $1.42M | Sell |
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|
2016
Q2 | $1.58M | Sell |
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|
2016
Q1 | $1.97M | Sell |
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|
2015
Q4 | $3M | Buy |
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|
2015
Q3 | $2.63M | Buy |
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|
2015
Q2 | $2.45M | Buy |
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|
2015
Q1 | $325K | Buy |
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|
2014
Q4 | $1.67M | Buy |
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|
2014
Q3 | $1.12M | Buy |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.17M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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|
2013
Q3 | $1.04M | Sell |
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|
2013
Q2 | $1.06M | Buy |
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