Family Capital Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-950
| Closed | -$144K | – | 53 |
|
|
2021
Q1 | $144K | Hold |
950
| – | – | 0.05% | 45 |
|
|
2020
Q4 | $130K | Hold |
950
| – | – | 0.04% | 46 |
|
|
2020
Q3 | $112K | Sell |
950
-20,568
| -96% | -$2.42M | 0.04% | 47 |
|
|
2020
Q2 | $2.42M | Sell |
21,518
-6,390
| -23% | -$720K | 0.86% | 25 |
|
|
2020
Q1 | $3.38M | Sell |
27,908
-6
| -0% | -$727 | 1.32% | 25 |
|
|
2019
Q4 | $3.81M | Buy |
+27,914
| New | +$3.81M | 1.43% | 24 |
|