Ameritas Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-2,063
| Closed | -$248K | – | 1268 |
|
2016
Q3 | $248K | Sell |
2,063
-1,299
| -39% | -$156K | 0.01% | 930 |
|
2016
Q2 | $392K | Sell |
3,362
-124
| -4% | -$14.5K | 0.03% | 726 |
|
2016
Q1 | $397K | Sell |
3,486
-440
| -11% | -$50.1K | 0.03% | 695 |
|
2015
Q4 | $444K | Sell |
3,926
-149
| -4% | -$16.9K | 0.03% | 616 |
|
2015
Q3 | $436K | Hold |
4,075
| – | – | 0.03% | 600 |
|
2015
Q2 | $472K | Buy |
4,075
+3,525
| +641% | +$408K | 0.03% | 620 |
|
2015
Q1 | $63K | Sell |
550
-365
| -40% | -$41.8K | ﹤0.01% | 1078 |
|
2014
Q4 | $104K | Buy |
+915
| New | +$104K | 0.01% | 1034 |
|