Smith Capital 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
2020
Q3
$1.31M Hold
2020
Q2
$1.25M Buy
2020
Q1
$1.07M Hold
2019
Q4
$1.47M Sell
2019
Q3
$1.42M Hold
2019
Q2
$1.41M Sell
2019
Q1
$1.42M Buy
2018
Q4
$1.14M Buy