Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $810K | Sell |
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|
2022
Q2 | $874K | Hold |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.17M | Hold |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $998K | Hold |
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|
2020
Q4 | $945K | Buy |
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|
2020
Q3 | $833K | Hold |
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|
2020
Q2 | $764K | Sell |
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|
2020
Q1 | $658K | Sell |
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|
2019
Q4 | $861K | Hold |
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|
2019
Q3 | $794K | Hold |
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|
2019
Q2 | $786K | Sell |
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|
2019
Q1 | $783K | Sell |
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|
2018
Q4 | $705K | Sell |
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|
2018
Q3 | $854K | Sell |
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|
2018
Q2 | $840K | Sell |
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|
2018
Q1 | $843K | Buy |
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|
2017
Q4 | $848K | Sell |
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|
2017
Q3 | $834K | Buy |
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|
2017
Q2 | $761K | Sell |
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|
2017
Q1 | $773K | Buy |
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|
2016
Q4 | $732K | Hold |
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|
2016
Q3 | $709K | Hold |
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|
2016
Q2 | $688K | Buy |
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|
2016
Q1 | $531K | Sell |
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|
2015
Q4 | $539K | Hold |
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|
2015
Q3 | $509K | Sell |
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|
2015
Q2 | $568K | Hold |
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|
2015
Q1 | $567K | Hold |
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|
2014
Q4 | $561K | Sell |
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|
2014
Q3 | $546K | Sell |
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|
2014
Q2 | $561K | Hold |
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|
2014
Q1 | $534K | Buy |
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|
2013
Q4 | $399K | Sell |
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|
2013
Q3 | $381K | Sell |
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|
2013
Q2 | $378K | Buy |
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