FinTrust Investment Advisory Services’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
$296K Sell
2,467
-389
-14% -$46.7K 0.27% 76
2017
Q4
$355K Buy
2,856
+2
+0.1% +$249 0.31% 68
2017
Q3
$338K Buy
+2,854
New +$338K 0.32% 72
2013
Q3
Sell
-14,649
Closed -$1.23M 64
2013
Q2
$1.23M Buy
+14,649
New +$1.23M 2.11% 7