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