Strategic Wealth Management’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
2019
Q3
Sell
-30,876
Closed -$3.93M 21
2019
Q2
$3.93M Sell
30,876
-141
-0.5% -$17.9K 3.05% 15
2019
Q1
$3.83M Sell
31,017
-5,822
-16% -$719K 3.52% 14
2018
Q4
$4.09M Sell
36,839
-180
-0.5% -$20K 3.72% 14
2018
Q3
$4.69M Buy
+37,019
New +$4.69M 3.97% 13