NFG
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Noven Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Noven Financial Group’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
2020
Q1 		– Sell
-190,823
Closed -$26M – 40
2019
Q4 		$26M Buy
190,823
+3,277
+2% +$432K 12.04% 5
2019
Q3 		$24.1M Buy
187,546
+5,053
+3% +$642K 11.94% 4
2019
Q2 		$23.2M Buy
182,493
+3,323
+2% +$416K 11.81% 5
2019
Q1 		$22.1M Buy
179,170
+161,546
+917% +$19.4M 11.6% 5
2018
Q4 		$1.96M Sell
17,624
-159,059
-90% -$19.1M 1.85% 13
2018
Q3 		$22.4M Buy
176,683
+14,206
+9% +$1.78M 11.17% 6
2018
Q2 		$19.7M Buy
162,477
+8,112
+5% +$986K 10.33% 6
2018
Q1 		$18.5M Buy
+154,365
New +$19.2M 10.34% 6

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SF
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