Emerson Investment Management’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
2016
Q1
$348K Hold
2015
Q4
$346K Hold
2015
Q3
$327K Hold
2015
Q2
$354K Hold
2015
Q1
$354K Hold
2014
Q4
$350K Hold
2014
Q3
$335K Hold
2014
Q2
$336K Hold
2014
Q1
$320K Hold
2013
Q4
$315K Hold
2013
Q3
$288K Hold
2013
Q2
$275K Buy