Northern Capital Management (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $533K | Sell |
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|
2018
Q3 | $686K | Hold |
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|
2018
Q2 | $658K | Sell |
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|
2018
Q1 | $671K | Sell |
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|
2017
Q4 | $706K | Sell |
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|
2017
Q3 | $681K | Sell |
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|
2017
Q2 | $896K | Hold |
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|
2017
Q1 | $884K | Sell |
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|
2016
Q4 | $932K | Sell |
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|
2016
Q3 | $902K | Hold |
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|
2016
Q2 | $882K | Sell |
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|
2016
Q1 | $853K | Buy |
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|
2015
Q4 | $744K | Sell |
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|
2015
Q3 | $929K | Sell |
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|
2015
Q2 | $1.03M | Hold |
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|
2015
Q1 | $1.03M | Sell |
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|
2014
Q4 | $1.77M | Sell |
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|
2014
Q3 | $1.72M | Sell |
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|
2014
Q2 | $1.78M | Sell |
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|
2014
Q1 | $1.73M | Buy |
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|
2013
Q4 | $1.6M | Sell |
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|
2013
Q3 | $1.76M | Sell |
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|
2013
Q2 | $1.84M | Buy |
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