Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $71.7M | Sell |
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|
2022
Q1 | $87.1M | Sell |
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|
2021
Q4 | $95.6M | Buy |
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|
2021
Q3 | $86.5M | Sell |
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|
2021
Q2 | $86.7M | Buy |
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|
2021
Q1 | $78.4M | Sell |
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|
2020
Q4 | $74M | Sell |
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|
2020
Q3 | $67M | Sell |
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|
2020
Q2 | $61.9M | Buy |
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|
2020
Q1 | $46.4M | Sell |
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|
2019
Q4 | $66.7M | Buy |
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|
2019
Q3 | $60.9M | Buy |
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|
2019
Q2 | $59.5M | Buy |
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|
2019
Q1 | $53.4M | Buy |
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|
2018
Q4 | $41M | Buy |
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