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
2019
Q3
$2.3M Buy
2019
Q2
$2.05M Buy
2019
Q1
$1.66M Buy
2018
Q4
$1.23M Buy
2018
Q3
$800K Hold
2018
Q2
$767K Buy
2018
Q1
$396K Hold
2017
Q4
$411K Hold
2017
Q3
$392K Hold
2017
Q2
$385K Buy
2017
Q1
$224K Buy
2016
Q4
$86K Hold
2016
Q3
$81K Buy
2016
Q2
$10K Buy
2015
Q1
Sell
2014
Q4
$8K Buy