Willingdon Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Willingdon Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$26K	Sell
2019 Q4	$54K	Hold
2019 Q3	$51K	Buy
2019 Q2	$29K	Sell
2019 Q1	$42K	Buy
2018 Q4	$26K	Hold
2018 Q3	$29K	Hold
2018 Q2	$28K	Hold
2018 Q1	$28K	Sell
2017 Q4	$76K	Buy
2017 Q3	$27K	Buy