Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $640K | Sell |
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2020
Q2 | $611K | Sell |
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|
2020
Q1 | $692K | Sell |
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|
2019
Q4 | $1.01M | Hold |
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|
2019
Q3 | $945K | Hold |
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|
2019
Q2 | $938K | Hold |
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|
2019
Q1 | $910K | Hold |
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|
2018
Q4 | $818K | Hold |
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|
2018
Q3 | $933K | Buy |
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|
2018
Q2 | $850K | Hold |
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|
2018
Q1 | $840K | Sell |
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|
2017
Q4 | $896K | Hold |
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|
2017
Q3 | $854K | Hold |
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|
2017
Q2 | $839K | Sell |
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|
2017
Q1 | $868K | Buy |
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