Stewardship Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-520
| Closed | -$71K | – | 74 |
|
|
2019
Q4 | $71K | Hold |
520
| – | – | 0.03% | 62 |
|
|
2019
Q3 | $67K | Hold |
520
| – | – | 0.03% | 55 |
|
|
2019
Q2 | $66K | Hold |
520
| – | – | 0.03% | 55 |
|
|
2019
Q1 | $64K | Hold |
520
| – | – | 0.03% | 55 |
|
|
2018
Q4 | $58K | Hold |
520
| – | – | 0.03% | 50 |
|
|
2018
Q3 | $66K | Buy |
+520
| New | +$66K | 0.03% | 59 |
|