BKS Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

BKS Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$297K	Hold
2018 Q4	$261K	Sell
2018 Q3	$326K	Sell
2018 Q2	$308K	Buy
2018 Q1	$282K	Hold
2017 Q4	$285K	Buy
2016 Q4	–	Sell
2016 Q3	$197K	Buy
2015 Q3	–	Sell
2015 Q2	$225K	Buy