Kiley Juergens 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
2018
Q4
Sell
-536
Closed -$67K 343
2018
Q3
$67K Hold
536
0.05% 200
2018
Q2
$65K Buy
+536
New +$65K 0.06% 174
2018
Q1
Sell
-290
Closed -$36K 342
2017
Q4
$36K Buy
+290
New +$36K 0.03% 246