Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $451M | Sell |
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|
2017
Q2 | $463M | Sell |
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|
2017
Q1 | $479M | Sell |
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|
2016
Q4 | $470M | Sell |
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|
2016
Q3 | $470M | Sell |
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|
2016
Q2 | $463M | Buy |
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|
2016
Q1 | $450M | Buy |
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|
2015
Q4 | $379M | Buy |
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|
2015
Q3 | $350M | Buy |
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|
2015
Q2 | $373M | Buy |
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|
2015
Q1 | $367M | Sell |
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|
2014
Q4 | $405M | Buy |
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|
2014
Q3 | $377M | Buy |
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|
2014
Q2 | $358M | Buy |
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|
2014
Q1 | $321M | Buy |
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|
2013
Q4 | $298M | Sell |
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|
2013
Q3 | $284M | Sell |
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|
2013
Q2 | $303M | Buy |
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