Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,115
| Closed | -$1.08M | – | 515 |
|
|
2017
Q3 | $1.08M | Buy |
+9,115
| New | +$1.08M | 0.01% | 186 |
|
|
2015
Q4 | – | Sell |
-162
| Closed | -$15K | – | 662 |
|
|
2015
Q3 | $15K | Buy |
+162
| New | +$15K | ﹤0.01% | 832 |
|
|
2015
Q1 | – | Sell |
-460
| Closed | -$48K | – | 1228 |
|
|
2014
Q4 | $48K | Buy |
+460
| New | +$48K | ﹤0.01% | 486 |
|