Solaris Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $333K | Sell |
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|
2017
Q3 | $327K | Buy |
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|
2017
Q2 | $313K | Sell |
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|
2017
Q1 | $326K | Sell |
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|
2016
Q4 | $340K | Sell |
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|
2016
Q3 | $321K | Hold |
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|
2016
Q2 | $313K | Buy |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | $105K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $433K | Buy |
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|
2014
Q3 | $344K | Sell |
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|
2014
Q2 | $360K | Buy |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Buy |
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