Burt Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-273	Closed	-$58K	–	223
2020 Q4	$58K	Hold	273	–	–	0.02%	170
2020 Q3	$51K	Hold	273	–	–	0.02%	174
2020 Q2	$47K	Hold	273	–	–	0.02%	178
2020 Q1	$39K	Hold	273	–	–	0.02%	182
2019 Q4	$49K	Hold	273	–	–	0.02%	171
2019 Q3	$45K	Hold	273	–	–	0.02%	173
2019 Q2	$44K	Hold	273	–	–	0.02%	175
2019 Q1	$43K	Hold	273	–	–	0.02%	183
2018 Q4	$38K	Hold	273	–	–	0.02%	188
2018 Q3	$44K	Hold	273	–	–	0.02%	189
2018 Q2	$41K	Hold	273	–	–	0.02%	190
2018 Q1	$40K	Hold	273	–	–	0.02%	201
2017 Q4	$41K	Hold	273	–	–	0.03%	196
2017 Q3	$38K	Hold	273	–	–	0.02%	195
2017 Q2	$36K	Hold	273	–	–	0.02%	213
2017 Q1	$36K	Hold	273	–	–	0.03%	191
2016 Q4	$34K	Hold	273	–	–	0.03%	196
2016 Q3	$32K	Hold	273	–	–	0.03%	184
2016 Q2	$31K	Hold	273	–	–	0.03%	185
2016 Q1	$31K	Hold	273	–	–	0.03%	202
2015 Q4	$30K	Hold	273	–	–	0.02%	175
2015 Q3	$12K	Hold	273	–	–	0.01%	233
2015 Q2	$32K	Hold	273	–	–	0.03%	169
2015 Q1	$31K	Hold	273	–	–	0.03%	161
2014 Q4	$31K	Buy	+273	New	+$30.6K	0.03%	161