Braver Wealth Management’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
2016
Q4
$3.2M Sell
25,741
-2,880
-10% -$358K 0.52% 59
2016
Q3
$3.45M Sell
28,621
-1,430
-5% -$172K 0.58% 54
2016
Q2
$3.51M Sell
30,051
-12,290
-29% -$1.44M 0.6% 47
2016
Q1
$4.83M Sell
42,341
-13,471
-24% -$1.54M 0.8% 35
2015
Q4
$6.32M Buy
+55,812
New +$6.32M 1.3% 19