Advisor Group’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$10.9M Sell
61,059
-719
-1% -$128K 0.08% 229
2019
Q3
$10.2M Sell
61,778
-4,818
-7% -$793K 0.08% 223
2019
Q2
$10.8M Buy
66,596
+1,325
+2% +$216K 0.08% 207
2019
Q1
$10.3M Sell
65,271
-4,968
-7% -$782K 0.08% 207
2018
Q4
$9.74M Buy
70,239
+28,019
+66% +$3.89M 0.1% 183
2018
Q3
$6.83M Buy
42,220
+11,842
+39% +$1.91M 0.07% 237
2018
Q2
$4.62M Sell
30,378
-1,830
-6% -$278K 0.06% 268
2018
Q1
$4.73M Buy
32,208
+1,986
+7% +$292K 0.07% 262
2017
Q4
$4.49M Buy
30,222
+810
+3% +$120K 0.06% 288
2017
Q3
$4.12M Buy
29,412
+2,818
+11% +$394K 0.06% 273
2017
Q2
$3.6M Sell
26,594
-598
-2% -$80.9K 0.06% 301
2017
Q1
$3.57M Buy
27,192
+4,711
+21% +$619K 0.07% 284
2016
Q4
$2.8M Buy
22,481
+1,230
+6% +$153K 0.06% 323
2016
Q3
$2.56M Buy
21,251
+1,717
+9% +$207K 0.06% 335
2016
Q2
$2.28M Buy
+19,534
New +$2.28M 0.06% 335