Emerson Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $348K | Hold |
3,053
| – | – | 0.07% | 115 |
|
2015
Q4 | $346K | Hold |
3,053
| – | – | 0.07% | 112 |
|
2015
Q3 | $327K | Hold |
3,053
| – | – | 0.07% | 116 |
|
2015
Q2 | $354K | Hold |
3,053
| – | – | 0.07% | 118 |
|
2015
Q1 | $354K | Hold |
3,053
| – | – | 0.06% | 123 |
|
2014
Q4 | $350K | Hold |
3,053
| – | – | 0.07% | 124 |
|
2014
Q3 | $335K | Hold |
3,053
| – | – | 0.07% | 129 |
|
2014
Q2 | $336K | Hold |
3,053
| – | – | 0.07% | 130 |
|
2014
Q1 | $320K | Hold |
3,053
| – | – | 0.07% | 127 |
|
2013
Q4 | $315K | Hold |
3,053
| – | – | 0.07% | 124 |
|
2013
Q3 | $288K | Hold |
3,053
| – | – | 0.06% | 123 |
|
2013
Q2 | $275K | Buy |
+3,053
| New | +$275K | 0.06% | 120 |
|