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

Convergent Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$1.53M	Hold
2015 Q2	$1.66M	Sell
2015 Q1	$2.64M	Sell
2014 Q4	$2.68M	Sell
2014 Q3	$3.8M	Hold
2014 Q2	$3.8M	Sell
2014 Q1	$4.34M	Buy
2013 Q4	$4.27M	Buy