National Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-51,836
| Closed | -$5.76M | – | 81 |
|
|
2018
Q4 | $5.76M | Buy |
+51,836
| New | +$5.76M | 6.68% | 1 |
|
|
2018
Q1 | – | Sell |
-21,965
| Closed | -$2.73M | – | 79 |
|
|
2017
Q4 | $2.73M | Buy |
+21,965
| New | +$2.73M | 2.63% | 10 |
|
|
2017
Q1 | – | Sell |
-22,732
| Closed | -$2.55M | – | 62 |
|
|
2016
Q4 | $2.55M | Buy |
+22,732
| New | +$2.55M | 2.81% | 14 |
|
|
2016
Q1 | – | Sell |
-9,996
| Closed | -$978K | – | 40 |
|
|
2015
Q4 | $978K | Buy |
+9,996
| New | +$978K | 1.11% | 35 |
|