Personal Capital Advisors’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
2022 Q4	$691K	Buy	4,557 +208	+5%	+$31.1K	﹤0.01%	264
2022 Q3	$591K	Buy	4,349 +306	+8%	+$46K	﹤0.01%	268
2022 Q2	$586K	Sell	4,043 -396	-9%	-$61.9K	﹤0.01%	266
2022 Q1	$737K	Sell	4,439 -71	-2%	-$11.7K	﹤0.01%	270
2021 Q4	$757K	Sell	4,510 -138	-3%	-$22.6K	﹤0.01%	281
2021 Q3	$727K	Buy	4,648 +129	+3%	+$20.7K	﹤0.01%	273
2021 Q2	$717K	Sell	4,519 -119	-3%	-$18.8K	﹤0.01%	273
2021 Q1	$703K	Buy	4,638 +187	+4%	+$27.1K	﹤0.01%	270
2020 Q4	$609K	Sell	4,451 -87	-2%	-$11.2K	﹤0.01%	281
2020 Q3	$536K	Buy	4,538 +130	+3%	+$15.4K	﹤0.01%	277
2020 Q2	$496K	Sell	4,408 -1,507	-25%	-$166K	﹤0.01%	255
2020 Q1	$584K	Sell	5,915 -801	-12%	-$99.8K	0.01%	247
2019 Q4	$917K	Buy	6,716 +296	+5%	+$39K	0.01%	237
2019 Q3	$823K	Buy	6,420 +1,350	+27%	+$172K	0.01%	229
2019 Q2	$645K	Sell	5,070 -647	-11%	-$81K	0.01%	230
2019 Q1	$706K	Buy	5,717 +427	+8%	+$51.3K	0.01%	221
2018 Q4	$587K	Buy	5,290 +995	+23%	+$119K	0.01%	221
2018 Q3	$544K	Buy	4,295 +1,364	+47%	+$171K	0.01%	220
2018 Q2	$356K	Sell	2,931 -688	-19%	-$83.7K	0.01%	228
2018 Q1	$434K	Sell	3,619 -228	-6%	-$28.4K	0.01%	193
2017 Q4	$478K	Sell	3,847 -831	-18%	-$101K	0.01%	189
2017 Q3	$554K	Buy	4,678 +1,636	+54%	+$191K	0.01%	177
2017 Q2	$354K	Sell	3,042 -693	-19%	-$79.8K	0.01%	191
2017 Q1	$428K	Buy	3,735 +1,775	+91%	+$204K	0.01%	165
2016 Q4	$220K	Buy	+1,960	New	+$212K	0.01%	168