BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $14.8M | Sell |
83,228
-5,236
| -6% | -$933K | 2.73% | 10 |
|
|
2019
Q3 | $14.6M | Sell |
88,464
-2,079
| -2% | -$342K | 3.07% | 7 |
|
|
2019
Q2 | $14.7M | Sell |
90,543
-123
| -0.1% | -$20K | 3.12% | 5 |
|
|
2019
Q1 | $14.3M | Buy |
90,666
+5,651
| +7% | +$890K | 3.26% | 5 |
|
|
2018
Q4 | $11.8M | Buy |
+85,015
| New | +$11.8M | 4.26% | 2 |
|