Gupta 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
2016
Q1
$250K Hold
2,531
0.06% 216
2015
Q4
$248K Hold
2,531
0.06% 217
2015
Q3
$236K Sell
2,531
-1,602
-39% -$149K 0.06% 224
2015
Q2
$426K Sell
4,133
-498
-11% -$51.3K 0.1% 164
2015
Q1
$477K Buy
+4,631
New +$477K 0.14% 134