Jolley Asset Management’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
Q1
$426K Sell
2019
Q4
$622K Buy
2019
Q3
$534K Sell
2019
Q2
$562K Buy
2018
Q3
Sell
2018
Q2
$73K Sell
2018
Q1
$96K Buy
2017
Q4
$21K Hold
2017
Q3
$20K Hold
2017
Q2
$19K Buy