Northstar Wealth Partners’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
$497K Sell
2020
Q2
$524K Buy
2020
Q1
$419K Sell
2019
Q4
$592K Buy
2019
Q3
$543K Sell
2019
Q2
$789K Buy
2019
Q1
$734K Buy
2018
Q4
$622K Sell
2018
Q3
$772K Sell
2018
Q2
$755K Buy
2018
Q1
$695K Buy