Sanders Morris Harris’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
2018 Q1	–	Sell	-1,605	Closed	-$200K	–	149
2017 Q4	$200K	Buy	+1,605	New	+$200K	0.08%	112
2016 Q2	–	Sell	-4,900	Closed	-$484K	–	287
2016 Q1	$484K	Buy	+4,900	New	+$484K	0.08%	192