Sanchez Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-75,939
| Closed | -$10.4M | – | 22 |
|
|
2019
Q4 | $10.4M | Buy |
75,939
+2,076
| +3% | +$283K | 7.51% | 6 |
|
|
2019
Q3 | $9.47M | Buy |
73,863
+3,077
| +4% | +$395K | 7.81% | 7 |
|
|
2019
Q2 | $9.01M | Buy |
70,786
+1,284
| +2% | +$163K | 7.76% | 7 |
|
|
2019
Q1 | $8.58M | Buy |
69,502
+959
| +1% | +$118K | 7.66% | 7 |
|
|
2018
Q4 | $7.61M | Sell |
68,543
-34,343
| -33% | -$3.81M | 8.4% | 5 |
|
|
2018
Q3 | $13.1M | Buy |
102,886
+1,068
| +1% | +$136K | 13.4% | 3 |
|
|
2018
Q2 | $12.4M | Buy |
101,818
+911
| +0.9% | +$111K | 11.7% | 4 |
|
|
2018
Q1 | $11.8M | Buy |
100,907
+1,374
| +1% | +$161K | 11.95% | 4 |
|
|
2017
Q4 | $12.6M | Buy |
+99,533
| New | +$12.6M | 12.99% | 3 |
|