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 |
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