Boston Private Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $14M | Sell |
112,963
-930
| -0.8% | -$115K | 0.65% | 54 |
|
|
2014
Q4 | $13.9M | Sell |
113,893
-8,615
| -7% | -$1.05M | 0.65% | 54 |
|
|
2014
Q3 | $14.3M | Sell |
122,508
-1,900
| -2% | -$222K | 0.7% | 48 |
|
|
2014
Q2 | $14.6M | Sell |
124,408
-4,590
| -4% | -$540K | 0.71% | 42 |
|
|
2014
Q1 | $14.5M | Sell |
128,998
-1,200
| -0.9% | -$135K | 0.73% | 41 |
|
|
2013
Q4 | $14.4M | Buy |
130,198
+5,755
| +5% | +$637K | 0.72% | 46 |
|
|
2013
Q3 | $12.6M | Buy |
124,443
+17,250
| +16% | +$1.74M | 0.7% | 48 |
|
|
2013
Q2 | $10.3M | Buy |
+107,193
| New | +$10.3M | 0.6% | 57 |
|