Geneva Advisors’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 | $1.32M | Buy |
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2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.7M | Buy |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $987K | Sell |
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|
2014
Q4 | $2.05M | Buy |
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|
2014
Q3 | $901K | Buy |
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|
2014
Q2 | $824K | Buy |
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|
2014
Q1 | $565K | Sell |
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|
2013
Q4 | $625K | Buy |
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|
2013
Q3 | $510K | Sell |
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|
2013
Q2 | $645K | Buy |
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