Andesa Financial Management’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
2020
Q2
Sell
-1,999
Closed -$284K 119
2020
Q1
$284K Buy
+1,999
New +$284K 0.32% 68
2019
Q1
Sell
-2,461
Closed -$341K 149
2018
Q4
$341K Buy
+2,461
New +$341K 0.41% 64