WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.63M | Buy |
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|
2017
Q1 | $1.35M | Buy |
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|
2016
Q4 | $860K | Buy |
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|
2016
Q3 | $561K | Buy |
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|
2016
Q2 | $318K | Buy |
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|
2016
Q1 | $225K | Buy |
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|
2015
Q4 | $58K | Buy |
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|
2015
Q3 | $35K | Buy |
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|
2015
Q2 | $20K | Sell |
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|
2015
Q1 | $24K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Sell |
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|
2014
Q1 | $24K | Sell |
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|
2013
Q4 | $172K | Sell |
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|
2013
Q3 | $184K | Sell |
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|
2013
Q2 | $184K | Buy |
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