USCA RIA’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$6.77M Buy
2021
Q1
$5.97M Buy
2020
Q4
$769K Buy
2020
Q3
$510K Sell
2020
Q2
$527K Buy
2020
Q1
$444K Sell
2019
Q4
$3.38M Buy
2019
Q3
$3.17M Hold
2019
Q2
$3.15M Buy
2019
Q1
$2.99M Buy
2018
Q4
$283K Sell
2018
Q3
$4.01M Sell
2018
Q2
$3.85M Buy
2018
Q1
$3.15M Sell
2017
Q4
$4.57M Buy
2017
Q3
$3.72M Hold
2017
Q2
$3.72M Sell
2017
Q1
$3.75M Sell
2016
Q4
$3.9M Sell
2016
Q3
$4.04M Sell
2016
Q2
$3.98M Buy
2016
Q1
$3.64M Buy