Cetera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,586
| Closed | -$350K | – | 35 |
|
|
2017
Q2 | $350K | Hold |
2,586
| – | – | 0.44% | 77 |
|
|
2017
Q1 | $339K | Sell |
2,586
-40
| -2% | -$5.24K | 0.39% | 90 |
|
|
2016
Q4 | $327K | Hold |
2,626
| – | – | 0.25% | 93 |
|
|
2016
Q3 | $316K | Sell |
2,626
-272
| -9% | -$32.7K | 0.2% | 98 |
|
|
2016
Q2 | $339K | Hold |
2,898
| – | – | 0.2% | 96 |
|
|
2016
Q1 | $331K | Sell |
2,898
-640
| -18% | -$73.1K | 0.17% | 103 |
|
|
2015
Q4 | $402K | Buy |
+3,538
| New | +$402K | 0.16% | 122 |
|