Frontier Wealth 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
2020 Q4	–	Sell	-4,880	Closed	-$576K	–	384
2020 Q3	$576K	Sell	4,880 -690	-12%	-$81.4K	0.05%	198
2020 Q2	$627K	Sell	5,570 -1,458	-21%	-$164K	0.06%	187
2020 Q1	$697K	Buy	+7,028	New	+$697K	0.11%	152