Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $71.7M | Sell |
406,027
-3,104
| -0.8% | -$548K | 46.92% | 1 |
|
|
2022
Q1 | $87.1M | Sell |
409,131
-14,642
| -3% | -$3.12M | 48.2% | 1 |
|
|
2021
Q4 | $95.6M | Buy |
423,773
+286
| +0.1% | +$64.5K | 49.8% | 1 |
|
|
2021
Q3 | $86.5M | Sell |
423,487
-1,845
| -0.4% | -$377K | 48.25% | 1 |
|
|
2021
Q2 | $86.7M | Buy |
425,332
+8,076
| +2% | +$1.65M | 47.76% | 1 |
|
|
2021
Q1 | $78.4M | Sell |
417,256
-157
| -0% | -$29.5K | 46.58% | 1 |
|
|
2020
Q4 | $74M | Sell |
417,413
-14,540
| -3% | -$2.58M | 43.75% | 1 |
|
|
2020
Q3 | $67M | Sell |
431,953
-6,578
| -2% | -$1.02M | 45.16% | 1 |
|
|
2020
Q2 | $61.9M | Buy |
438,531
+33,468
| +8% | +$4.73M | 43.77% | 1 |
|
|
2020
Q1 | $46.4M | Sell |
405,063
-46,562
| -10% | -$5.33M | 41.17% | 1 |
|
|
2019
Q4 | $66.7M | Buy |
451,625
+4,193
| +0.9% | +$619K | 44.94% | 1 |
|
|
2019
Q3 | $60.9M | Buy |
447,432
+5,822
| +1% | +$792K | 44.91% | 1 |
|
|
2019
Q2 | $59.5M | Buy |
441,610
+102,312
| +30% | +$13.8M | 43.83% | 1 |
|
|
2019
Q1 | $53.4M | Buy |
339,298
+43,626
| +15% | +$6.86M | 40.75% | 1 |
|
|
2018
Q4 | $41M | Buy |
+295,672
| New | +$41M | 39.55% | 1 |
|