Lipe & Dalton’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lipe & Dalton’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
2017 Q3	–	Sell
2017 Q2	$74K	Hold
2017 Q1	$73K	Hold
2016 Q4	$71K	Buy
2016 Q3	–	Sell
2016 Q2	$91K	Buy
2014 Q1	–	Sell
2013 Q4	$430K	Buy
2013 Q3	$355K	Sell
2013 Q2	$364K	Buy