Kovitz Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $333K | Sell |
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|
2015
Q3 | $325K | Hold |
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|
2015
Q2 | $360K | Buy |
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|
2015
Q1 | $333K | Sell |
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|
2014
Q4 | $372K | Buy |
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|
2014
Q3 | $344K | Hold |
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|
2014
Q2 | $348K | Sell |
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|
2014
Q1 | $480K | Buy |
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|
2013
Q4 | $293K | Buy |
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|
2013
Q3 | $259K | Sell |
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|
2013
Q2 | $495K | Buy |
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