Tradition Capital 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
Q1 | $533K | Buy |
4,320
+78
| +2% | +$9.62K | 0.14% | 121 |
|
2018
Q4 | $471K | Hold |
4,242
| – | – | 0.15% | 127 |
|
2018
Q3 | $537K | Hold |
4,242
| – | – | 0.14% | 134 |
|
2018
Q2 | $514K | Hold |
4,242
| – | – | 0.15% | 126 |
|
2018
Q1 | $508K | Hold |
4,242
| – | – | 0.15% | 121 |
|
2017
Q4 | $527K | Hold |
4,242
| – | – | 0.14% | 122 |
|
2017
Q3 | $503K | Hold |
4,242
| – | – | 0.16% | 114 |
|
2017
Q2 | $494K | Hold |
4,242
| – | – | 0.16% | 121 |
|
2017
Q1 | $487K | Hold |
4,242
| – | – | 0.16% | 112 |
|
2016
Q4 | $475K | Hold |
4,242
| – | – | 0.16% | 112 |
|
2016
Q3 | $448K | Hold |
4,242
| – | – | 0.16% | 117 |
|
2016
Q2 | $437K | Hold |
4,242
| – | – | 0.15% | 132 |
|
2016
Q1 | $419K | Buy |
+4,242
| New | +$419K | 0.14% | 130 |
|