Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,122
| Closed | -$835K | – | 82 |
|
|
2019
Q4 | $835K | Hold |
6,122
| – | – | 0.55% | 47 |
|
|
2019
Q3 | $785K | Hold |
6,122
| – | – | 0.56% | 49 |
|
|
2019
Q2 | $778K | Hold |
6,122
| – | – | 0.49% | 49 |
|
|
2019
Q1 | $756K | Hold |
6,122
| – | – | 0.41% | 55 |
|
|
2018
Q4 | $679K | Hold |
6,122
| – | – | 0.41% | 54 |
|
|
2018
Q3 | $775K | Hold |
6,122
| – | – | 0.47% | 47 |
|
|
2018
Q2 | $743K | Hold |
6,122
| – | – | 0.47% | 51 |
|
|
2018
Q1 | $734K | Hold |
6,122
| – | – | 0.45% | 55 |
|
|
2017
Q4 | $761K | Hold |
6,122
| – | – | 0.46% | 55 |
|
|
2017
Q3 | $725K | Hold |
6,122
| – | – | 0.46% | 55 |
|
|
2017
Q2 | $712K | Hold |
6,122
| – | – | 0.47% | 56 |
|
|
2017
Q1 | $703K | Sell |
6,122
-3,918
| -39% | -$450K | 0.45% | 55 |
|
|
2016
Q4 | $1.12M | Hold |
10,040
| – | – | 0.76% | 40 |
|
|
2016
Q3 | $1.06M | Hold |
10,040
| – | – | 0.65% | 46 |
|
|
2016
Q2 | $1.04M | Hold |
10,040
| – | – | 0.64% | 45 |
|
|
2016
Q1 | $992K | Hold |
10,040
| – | – | 0.65% | 48 |
|
|
2015
Q4 | $982K | Hold |
10,040
| – | – | 0.65% | 47 |
|
|
2015
Q3 | $936K | Hold |
10,040
| – | – | 0.61% | 47 |
|
|
2015
Q2 | $1.04M | Hold |
10,040
| – | – | 0.62% | 50 |
|
|
2015
Q1 | $1.04M | Hold |
10,040
| – | – | 0.62% | 51 |
|
|
2014
Q4 | $1.05M | Hold |
10,040
| – | – | 0.6% | 51 |
|
|
2014
Q3 | $1.01M | Buy |
+10,040
| New | +$1.01M | 0.52% | 52 |
|