Independence Wealth Advisors’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 | $6.08M | Buy |
44,494
+1,531
| +4% | +$209K | 13.64% | 4 |
|
|
2020
Q3 | $5.08M | Buy |
42,963
+7,220
| +20% | +$853K | 13.1% | 4 |
|
|
2020
Q2 | $4.03M | Sell |
35,743
-2,117
| -6% | -$238K | 9.68% | 5 |
|
|
2020
Q1 | $3.76M | Sell |
37,860
-751
| -2% | -$74.5K | 4.51% | 12 |
|
|
2019
Q4 | $5.27M | Sell |
38,611
-148
| -0.4% | -$20.2K | 5.12% | 10 |
|
|
2019
Q3 | $4.97M | Sell |
38,759
-5,790
| -13% | -$743K | 5.25% | 10 |
|
|
2019
Q2 | $5.67M | Buy |
44,549
+4,142
| +10% | +$527K | 5.59% | 10 |
|
|
2019
Q1 | $4.99M | Sell |
40,407
-717
| -2% | -$88.5K | 5.38% | 10 |
|
|
2018
Q4 | $4.57M | Sell |
41,124
-114
| -0.3% | -$12.7K | 5.49% | 10 |
|
|
2018
Q3 | $5.22M | Sell |
41,238
-206
| -0.5% | -$26.1K | 5.29% | 11 |
|
|
2018
Q2 | $5.03M | Sell |
41,444
-1,110
| -3% | -$135K | 5.23% | 11 |
|
|
2018
Q1 | $5.11M | Sell |
42,554
-2,423
| -5% | -$291K | 4.72% | 11 |
|
|
2017
Q4 | $5.59M | Buy |
+44,977
| New | +$5.59M | 5.11% | 10 |
|