Sequoia Wealth Management’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
2019
Q3
$921K Buy
2019
Q2
$881K Sell
2019
Q1
$906K Buy
2018
Q4
$658K Buy
2018
Q3
$712K Sell
2018
Q2
$681K Buy
2018
Q1
$542K Hold
2017
Q4
$572K Buy