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 |
|