SAM
Shone Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.42M | Sell |
17,906
-597
| -3% | -$80.5K | 1.88% | 16 |
|
|
2020
Q3 | $2.27M | Sell |
18,503
-400
| -2% | -$49.2K | 2.03% | 14 |
|
|
2020
Q2 | $2.24M | Sell |
18,903
-206
| -1% | -$24.4K | 2.22% | 13 |
|
|
2020
Q1 | $2.11M | Buy |
+19,109
| New | +$2.11M | 2.49% | 13 |
|