Beck Mack & Oliver’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,525
| Closed | -$350K | – | 225 |
|
|
2018
Q4 | $350K | Hold |
2,525
| – | – | 0.01% | 167 |
|
|
2018
Q3 | $408K | Hold |
2,525
| – | – | 0.01% | 164 |
|
|
2018
Q2 | $384K | Hold |
2,525
| – | – | 0.01% | 168 |
|
|
2018
Q1 | $371K | Hold |
2,525
| – | – | 0.01% | 167 |
|
|
2017
Q4 | $375K | Hold |
2,525
| – | – | 0.01% | 173 |
|
|
2017
Q3 | $353K | Hold |
2,525
| – | – | 0.01% | 174 |
|
|
2017
Q2 | $342K | Hold |
2,525
| – | – | 0.01% | 172 |
|
|
2017
Q1 | $331K | Hold |
2,525
| – | – | 0.01% | 175 |
|
|
2016
Q4 | $314K | Hold |
2,525
| – | – | 0.01% | 178 |
|
|
2016
Q3 | $304K | Hold |
2,525
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $295K | Buy |
+2,525
| New | +$295K | 0.01% | 224 |
|