Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2020
         Q4  | $6.08M | Buy | 
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| 
        
          
      
        2020
         Q3  | $5.08M | Buy | 
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| 
        
          
      
        2020
         Q2  | $4.03M | Sell | 
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| 
        
          
      
        2020
         Q1  | $3.75M | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $5.27M | Sell | 
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| 
        
          
      
        2019
         Q3  | $4.97M | Sell | 
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| 
        
          
      
        2019
         Q2  | $5.67M | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $4.99M | Sell | 
         | 
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| 
        
          
      
        2018
         Q4  | $4.57M | Sell | 
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| 
        
          
      
        2018
         Q3  | $5.22M | Sell | 
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| 
        
          
      
        2018
         Q2  | $5.03M | Sell | 
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| 
        
          
      
        2018
         Q1  | $5.11M | Sell | 
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| 
        
          
      
        2017
         Q4  | $5.59M | Buy | 
         |