Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.15M | Buy |
10,035
+24
| +0.2% | +$2.76K | 0.39% | 74 |
|
|
2016
Q4 | $1.12M | Hold |
10,011
| – | – | 0.42% | 71 |
|
|
2016
Q3 | $1.06M | Buy |
10,011
+885
| +10% | +$93.4K | 0.38% | 69 |
|
|
2016
Q2 | $942K | Sell |
9,126
-54
| -0.6% | -$5.57K | 0.36% | 66 |
|
|
2016
Q1 | $907K | Hold |
9,180
| – | – | 0.38% | 64 |
|
|
2015
Q4 | $898K | Sell |
9,180
-236
| -3% | -$23.1K | 0.39% | 62 |
|
|
2015
Q3 | $878K | Buy |
9,416
+24
| +0.3% | +$2.24K | 0.38% | 62 |
|
|
2015
Q2 | $969K | Buy |
9,392
+69
| +0.7% | +$7.12K | 0.38% | 59 |
|
|
2015
Q1 | $961K | Buy |
+9,323
| New | +$961K | 0.4% | 58 |
|