Lau Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lau Associates’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$546K	Hold
2019 Q3	$5.11M	Hold
2019 Q2	$509K	Hold
2019 Q1	$494K	Sell
2018 Q4	$636K	Hold
2018 Q3	$726K	Hold
2018 Q2	$696K	Hold
2018 Q1	$687K	Hold
2017 Q4	$712K	Hold
2017 Q3	$679K	Hold
2017 Q2	$667K	Hold
2017 Q1	$659K	Hold
2016 Q4	$642K	Hold
2016 Q3	$605K	Hold
2016 Q2	$592K	Sell
2016 Q1	$665K	Hold
2015 Q4	$659K	Hold
2015 Q3	$628K	Hold
2015 Q2	$694K	Hold
2015 Q1	$694K	Hold
2014 Q4	$703K	Hold
2014 Q3	$674K	Hold
2014 Q2	$682K	Hold
2014 Q1	$649K	Hold
2013 Q4	$634K	Hold
2013 Q3	$580K	Hold
2013 Q2	$564K	Buy