ECM
Exchange Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,216
| Closed | -$148K | – | 316 |
|
|
2018
Q2 | $148K | Buy |
+1,216
| New | +$148K | 0.04% | 133 |
|
|
2015
Q1 | – | Sell |
-7,747
| Closed | -$809K | – | 210 |
|
|
2014
Q4 | $809K | Buy |
7,747
+6,699
| +639% | +$700K | 0.34% | 65 |
|
|
2014
Q3 | $105K | Buy |
+1,048
| New | +$105K | 0.05% | 78 |
|