Asset Planning Services (Pennsylvania)’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
Q4 | $869K | Buy |
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|
2021
Q3 | $793K | Sell |
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|
2021
Q2 | $837K | Buy |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $731K | Buy |
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|
2020
Q3 | $645K | Buy |
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|
2020
Q2 | $538K | Buy |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $593K | Buy |
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|
2019
Q2 | $585K | Buy |
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|
2019
Q1 | $562K | Sell |
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|
2018
Q4 | $505K | Sell |
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|
2018
Q3 | $611K | Sell |
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|
2018
Q2 | $597K | Hold |
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|
2018
Q1 | $576K | Sell |
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|
2017
Q4 | $590K | Buy |
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|
2017
Q3 | $554K | Buy |
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|
2017
Q2 | $524K | Sell |
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|
2017
Q1 | $526K | Buy |
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|
2016
Q4 | $461K | Buy |
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|
2016
Q3 | $445K | Buy |
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|
2016
Q2 | $428K | Hold |
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|
2016
Q1 | $418K | Sell |
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|
2015
Q4 | $486K | Buy |
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|
2015
Q3 | $455K | Buy |
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|
2015
Q2 | $492K | Buy |
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