Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $653K | Sell |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $827K | Sell |
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|
2021
Q4 | $883K | Hold |
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|
2021
Q3 | $807K | Hold |
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|
2021
Q2 | $809K | Buy |
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|
2021
Q1 | $644K | Hold |
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|
2020
Q4 | $609K | Sell |
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|
2020
Q3 | $598K | Hold |
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|
2020
Q2 | $548K | Sell |
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|
2020
Q1 | $478K | Hold |
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|
2019
Q4 | $603K | Sell |
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|
2019
Q3 | $564K | Hold |
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|
2019
Q2 | $558K | Sell |
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|
2019
Q1 | $674K | Buy |
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|
2018
Q4 | $547K | Hold |
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|
2018
Q3 | $577K | Hold |
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|
2018
Q2 | $542K | Sell |
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|
2018
Q1 | $539K | Sell |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | $513K | Hold |
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|
2017
Q2 | $496K | Hold |
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|
2017
Q1 | $482K | Sell |
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|
2016
Q4 | $469K | Sell |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $441K | Buy |
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|
2016
Q1 | $418K | Hold |
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|
2015
Q4 | $415K | Hold |
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|
2015
Q3 | $392K | Hold |
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|
2015
Q2 | $425K | Sell |
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|
2015
Q1 | $440K | Hold |
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|
2014
Q4 | $435K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $289K | Buy |
|