Cardan Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,584
| Closed | -$578K | – | 273 |
|
|
2021
Q1 | $578K | Hold |
2,584
| – | – | 0.07% | 144 |
|
|
2020
Q4 | $547K | Hold |
2,584
| – | – | 0.07% | 137 |
|
|
2020
Q3 | $484K | Hold |
2,584
| – | – | 0.06% | 147 |
|
|
2020
Q2 | $444K | Hold |
2,584
| – | – | 0.06% | 147 |
|
|
2020
Q1 | $366K | Hold |
2,584
| – | – | 0.06% | 145 |
|
|
2019
Q4 | $461K | Hold |
2,584
| – | – | 0.06% | 138 |
|
|
2019
Q3 | $425K | Sell |
2,584
-168
| -6% | -$27.6K | 0.06% | 139 |
|
|
2019
Q2 | $448K | Hold |
2,752
| – | – | 0.07% | 127 |
|
|
2019
Q1 | $433K | Hold |
2,752
| – | – | 0.07% | 127 |
|
|
2018
Q4 | $382K | Hold |
2,752
| – | – | 0.07% | 124 |
|
|
2018
Q3 | $445K | Hold |
2,752
| – | – | 0.07% | 133 |
|
|
2018
Q2 | $418K | Hold |
2,752
| – | – | 0.07% | 131 |
|
|
2018
Q1 | $404K | Buy |
+2,752
| New | +$404K | 0.07% | 133 |
|