Elm Advisors’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
2021
Q1
Sell
-350
Closed -$74K 176
2020
Q4
$74K Buy
+350
New +$74K 0.05% 135
2018
Q4
Sell
-545
Closed -$88K 172
2018
Q3
$88K Buy
+545
New +$88K 0.06% 126