Emery Howard Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $16.5M | Buy |
62,208
+298
| +0.5% | +$78.8K | 2.13% | 13 |
|
|
2021
Q3 | $15M | Buy |
61,910
+2,849
| +5% | +$689K | 2.19% | 13 |
|
|
2021
Q2 | $14.3M | Sell |
59,061
-414
| -0.7% | -$100K | 2.1% | 13 |
|
|
2021
Q1 | $13.3M | Sell |
59,475
-3,289
| -5% | -$736K | 2.15% | 14 |
|
|
2020
Q4 | $13.3M | Sell |
62,764
-362
| -0.6% | -$76.7K | 2.29% | 14 |
|
|
2020
Q3 | $11.8M | Sell |
63,126
-57
| -0.1% | -$10.7K | 2.35% | 13 |
|
|
2020
Q2 | $10.8M | Buy |
63,183
+323
| +0.5% | +$55.5K | 2.32% | 13 |
|
|
2020
Q1 | $8.9M | Buy |
62,860
+2,625
| +4% | +$372K | 2.17% | 13 |
|
|
2019
Q4 | $10.7M | Buy |
60,235
+650
| +1% | +$116K | 2% | 13 |
|
|
2019
Q3 | $9.8M | Sell |
59,585
-6,932
| -10% | -$1.14M | 1.99% | 13 |
|
|
2019
Q2 | $10.8M | Sell |
66,517
-473
| -0.7% | -$77K | 2.19% | 13 |
|
|
2019
Q1 | $10.5M | Sell |
66,990
-221
| -0.3% | -$34.8K | 2.19% | 13 |
|
|
2018
Q4 | $9.32M | Buy |
67,211
+657
| +1% | +$91.1K | 2.2% | 13 |
|
|
2018
Q3 | $10.8M | Sell |
66,554
-420
| -0.6% | -$67.9K | 2.21% | 12 |
|
|
2018
Q2 | $10.2M | Sell |
66,974
-1,640
| -2% | -$249K | 2.18% | 12 |
|
|
2018
Q1 | $10.1M | Sell |
68,614
-660
| -1% | -$96.9K | 2.17% | 12 |
|
|
2017
Q4 | $10.3M | Sell |
69,274
-642
| -0.9% | -$95.4K | 2.2% | 12 |
|
|
2017
Q3 | $9.78M | Sell |
69,916
-721
| -1% | -$101K | 2.17% | 12 |
|
|
2017
Q2 | $9.56M | Sell |
70,637
-4,565
| -6% | -$618K | 2.08% | 12 |
|
|
2017
Q1 | $9.87M | Sell |
75,202
-612
| -0.8% | -$80.3K | 2.24% | 12 |
|
|
2016
Q4 | $9.44M | Sell |
75,814
-950
| -1% | -$118K | 2.22% | 12 |
|
|
2016
Q3 | $9.25M | Sell |
76,764
-4,126
| -5% | -$497K | 2.21% | 13 |
|
|
2016
Q2 | $9.46M | Sell |
80,890
-611
| -0.7% | -$71.4K | 2.36% | 13 |
|
|
2016
Q1 | $9.3M | Buy |
81,501
+255
| +0.3% | +$29.1K | 2.35% | 12 |
|
|
2015
Q4 | $9.21M | Sell |
81,246
-150
| -0.2% | -$17K | 2.38% | 11 |
|
|
2015
Q3 | $8.71M | Sell |
81,396
-858
| -1% | -$91.8K | 2.38% | 11 |
|
|
2015
Q2 | $9.55M | Buy |
82,254
+16
| +0% | +$1.86K | 2.45% | 11 |
|
|
2015
Q1 | $9.53M | Sell |
82,238
-425
| -0.5% | -$49.2K | 2.45% | 11 |
|
|
2014
Q4 | $9.48M | Buy |
82,663
+708
| +0.9% | +$81.2K | 2.74% | 9 |
|
|
2014
Q3 | $9M | Sell |
81,955
-947
| -1% | -$104K | 2.85% | 9 |
|
|
2014
Q2 | $9.13M | Buy |
82,902
+176
| +0.2% | +$19.4K | 2.81% | 9 |
|
|
2014
Q1 | $8.67M | Sell |
82,726
-2,870
| -3% | -$301K | 2.84% | 9 |
|
|
2013
Q4 | $8.83M | Buy |
85,596
+426
| +0.5% | +$44K | 2.95% | 9 |
|
|
2013
Q3 | $8.02M | Sell |
85,170
-382
| -0.4% | -$36K | 2.94% | 8 |
|
|
2013
Q2 | $7.69M | Buy |
+85,552
| New | +$7.69M | 2.98% | 8 |
|