DPA
Delphi Private Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-961
| Closed | -$133K | – | 43 |
|
|
2018
Q4 | $133K | Hold |
961
| – | – | 0.74% | 8 |
|
|
2018
Q3 | $155K | Hold |
961
| – | – | 0.53% | 16 |
|
|
2018
Q2 | $146K | Hold |
961
| – | – | 0.49% | 17 |
|
|
2018
Q1 | $141K | Hold |
961
| – | – | 0.56% | 17 |
|
|
2017
Q4 | $143K | Hold |
961
| – | – | 0.35% | 28 |
|
|
2017
Q3 | $134K | Hold |
961
| – | – | 0.39% | 17 |
|
|
2017
Q2 | $130K | Hold |
961
| – | – | 0.26% | 17 |
|
|
2017
Q1 | $126K | Hold |
961
| – | – | 0.23% | 16 |
|
|
2016
Q4 | $120K | Hold |
961
| – | – | 0.21% | 25 |
|
|
2016
Q3 | $116K | Hold |
961
| – | – | 0.2% | 22 |
|
|
2016
Q2 | $112K | Hold |
961
| – | – | 0.21% | 24 |
|
|
2016
Q1 | $110K | Hold |
961
| – | – | 0.2% | 26 |
|
|
2015
Q4 | $109K | Buy |
+961
| New | +$109K | 0.19% | 30 |
|