Whitnell & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.3M | Buy |
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2019
Q2 | $2.05M | Buy |
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|
2019
Q1 | $1.66M | Buy |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $800K | Hold |
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|
2018
Q2 | $767K | Buy |
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|
2018
Q1 | $396K | Hold |
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|
2017
Q4 | $411K | Hold |
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|
2017
Q3 | $392K | Hold |
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|
2017
Q2 | $385K | Buy |
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|
2017
Q1 | $224K | Buy |
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|
2016
Q4 | $86K | Hold |
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|
2016
Q3 | $81K | Buy |
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|
2016
Q2 | $10K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8K | Buy |
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