RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $252K | Hold |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $46K | Sell |
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|
2018
Q1 | $180K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $188K | Buy |
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|
2016
Q1 | $145K | Buy |
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