Smart Portfolios LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,533
| Closed | -$719K | – | 55 |
|
|
2021
Q2 | $719K | Buy |
+4,533
| New | +$719K | 0.55% | 31 |
|
|
2019
Q3 | – | Sell |
-38,510
| Closed | -$4.9M | – | 52 |
|
|
2019
Q2 | $4.9M | Sell |
38,510
-387
| -1% | -$49.2K | 4.45% | 11 |
|
|
2019
Q1 | $4.8M | Sell |
38,897
-5,946
| -13% | -$734K | 4.06% | 11 |
|
|
2018
Q4 | $4.98M | Sell |
44,843
-208
| -0.5% | -$23.1K | 3.84% | 13 |
|
|
2018
Q3 | $5.7M | Buy |
+45,051
| New | +$5.7M | 3.53% | 12 |
|