Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-993
| Closed | -$111K | – | 155 |
|
|
2016
Q4 | $111K | Hold |
993
| – | – | 0.05% | 82 |
|
|
2016
Q3 | $105K | Hold |
993
| – | – | 0.05% | 92 |
|
|
2016
Q2 | $103K | Hold |
993
| – | – | 0.05% | 89 |
|
|
2016
Q1 | $98K | Buy |
993
+138
| +16% | +$13.6K | 0.06% | 91 |
|
|
2015
Q4 | $84K | Hold |
855
| – | – | 0.05% | 97 |
|
|
2015
Q3 | $80K | Hold |
855
| – | – | 0.06% | 87 |
|
|
2015
Q2 | $88K | Hold |
855
| – | – | 0.07% | 90 |
|
|
2015
Q1 | $88K | Hold |
855
| – | – | 0.07% | 94 |
|
|
2014
Q4 | $89K | Buy |
+855
| New | +$89K | 0.07% | 95 |
|