Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,887
| Closed | -$260K | – | 126 |
|
|
2019
Q4 | $260K | Buy |
+1,887
| New | +$260K | 0.04% | 141 |
|
|
2017
Q1 | – | Sell |
-37,326
| Closed | -$4.19M | – | 70 |
|
|
2016
Q4 | $4.19M | Buy |
+37,326
| New | +$4.19M | 1.64% | 15 |
|
|
2015
Q1 | – | Sell |
-23,951
| Closed | -$2.5M | – | 128 |
|
|
2014
Q4 | $2.5M | Buy |
+23,951
| New | +$2.5M | 0.82% | 31 |
|