FI
Financial Insights’s iShares Russell 1000 ETF IWB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,614
| Closed | -$228K | – | 89 |
|
2020
Q1 | $228K | Hold |
1,614
| – | – | 0.24% | 63 |
|
2019
Q4 | $288K | Sell |
1,614
-86
| -5% | -$15.3K | 0.25% | 57 |
|
2019
Q3 | $280K | Sell |
1,700
-300
| -15% | -$49.4K | 0.27% | 52 |
|
2019
Q2 | $320K | Hold |
2,000
| – | – | 0.32% | 42 |
|
2019
Q1 | $327K | Hold |
2,000
| – | – | 0.34% | 39 |
|
2018
Q4 | $300K | Buy |
+2,000
| New | +$300K | 0.33% | 38 |
|