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

Twele 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
2016
Q1 		– Sell
-48,148
Closed -$4.71M – 49
2015
Q4 		$4.71M Sell
48,148
-235
-0.5% -$23.3K 1.43% 24
2015
Q3 		$4.51M Hold
48,383
– – 1.35% 26
2015
Q2 		$4.99M Hold
48,383
– – 1.42% 24
2015
Q1 		$4.99M Hold
48,383
– – 1.41% 24
2014
Q4 		$5.05M Hold
48,383
– – 1.46% 24
2014
Q3 		$4.84M Hold
48,383
– – 1.44% 23
2014
Q2 		$4.9M Hold
48,383
– – 1.46% 23
2014
Q1 		$4.67M Hold
48,383
– – 1.41% 23
2013
Q4 		$4.56M Hold
48,383
– – 1.43% 22
2013
Q3 		$4.17M Hold
48,383
– – 1.36% 24
2013
Q2 		$4.05M Buy
+48,383
New +$4.03M 1.4% 24

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