LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.18M | Sell |
|
|||||
|
2020
Q2 | $4.13M | Buy |
|
|||||
|
2020
Q1 | $3.63M | Sell |
|
|||||
|
2019
Q4 | $5.07M | Sell |
|
|||||
|
2019
Q3 | $4.89M | Sell |
|
|||||
|
2019
Q2 | $5.01M | Sell |
|
|||||
|
2019
Q1 | $4.89M | Sell |
|
|||||
|
2018
Q4 | $4.52M | Sell |
|
|||||
|
2018
Q3 | $5.24M | Sell |
|
|||||
|
2018
Q2 | $5.04M | Sell |
|
|||||
|
2018
Q1 | $5.06M | Sell |
|
|||||
|
2017
Q4 | $5.1M | Hold |
|
|||||
|
2017
Q3 | $5.1M | Sell |
|
|||||
|
2017
Q2 | $5.05M | Buy |
|
|||||
|
2017
Q1 | $4.98M | Buy |
|
|||||
|
2016
Q4 | $4.68M | Sell |
|
|||||
|
2016
Q3 | $4.54M | Sell |
|
|||||
|
2016
Q2 | $4.5M | Buy |
|
|||||
|
2016
Q1 | $4.3M | Sell |
|
|||||
|
2015
Q4 | $4.34M | Sell |
|
|||||
|
2015
Q3 | $4.29M | Sell |
|
|||||
|
2015
Q2 | $5.38M | Sell |
|
|||||
|
2015
Q1 | $11.7M | Buy |
|
|||||
|
2014
Q4 | $11.7M | Sell |
|
|||||
|
2014
Q3 | $12.3M | Sell |
|
|||||
|
2014
Q2 | $12.4M | Sell |
|
|||||
|
2014
Q1 | $12M | Sell |
|
|||||
|
2013
Q4 | $12.1M | Buy |
|
|||||
|
2013
Q3 | $10.9M | Buy |
|
|||||
|
2013
Q2 | $1.12M | Buy |
|