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Sterneck Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sterneck Capital Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,819
Closed -$204K – 126
2016
Q4 		$204K Buy
+1,819
New +$197K 0.13% 109
2016
Q1 		– Sell
-2,136
Closed -$209K – 129
2015
Q4 		$209K Buy
+2,136
New +$212K 0.13% 111
2015
Q3 		– Sell
-3,154
Closed -$325K – 136
2015
Q2 		$325K Sell
3,154
-262
-8% -$27.5K 0.18% 99
2015
Q1 		$352K Buy
+3,416
New +$354K 0.19% 96
2014
Q1 		– Sell
-3,750
Closed -$353K – 146
2013
Q4 		$353K Hold
3,750
– – 0.21% 102
2013
Q3 		$323K Sell
3,750
-1,782
-32% -$155K 0.2% 112
2013
Q2 		$464K Buy
+5,532
New +$461K 0.29% 86

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TCT
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BL
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PPA
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