AdvicePeriod’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $19.6M | Buy |
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2021
Q1 | $17.9M | Sell |
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|
2020
Q4 | $17.9M | Sell |
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|
2020
Q3 | $16M | Sell |
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|
2020
Q2 | $14.8M | Sell |
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|
2020
Q1 | $12.2M | Buy |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $11.1M | Buy |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $8.77M | Hold |
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|
2018
Q4 | $7.73M | Buy |
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|
2018
Q3 | $8.87M | Hold |
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|
2018
Q2 | $8.34M | Hold |
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|
2018
Q1 | $8.06M | Hold |
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|
2017
Q4 | $8.15M | Buy |
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