WCG
Weaver Consulting Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-557
| Closed | -$66K | – | 509 |
|
|
2020
Q3 | $66K | Hold |
557
| – | – | 0.04% | 227 |
|
|
2020
Q2 | $63K | Sell |
557
-2,800
| -83% | -$317K | 0.04% | 228 |
|
|
2020
Q1 | $333K | Sell |
3,357
-2,415
| -42% | -$240K | 0.22% | 71 |
|
|
2019
Q4 | $740K | Buy |
5,772
+130
| +2% | +$16.7K | 0.4% | 47 |
|
|
2019
Q3 | $733K | Buy |
5,642
+3,240
| +135% | +$421K | 0.39% | 46 |
|
|
2019
Q2 | $306K | Hold |
2,402
| – | – | 0.17% | 74 |
|
|
2019
Q1 | $301K | Buy |
+2,402
| New | +$301K | 0.08% | 165 |
|