Frontier Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Frontier Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$1.88M	Sell	9,026 -797	-8%	-$166K	0.14%	127
2022 Q1	$2.38M	Sell	9,823 -456	-4%	-$111K	0.03%	102
2021 Q4	$2.72M	Sell	10,279 -349	-3%	-$92.3K	0.18%	98
2021 Q3	$2.57M	Sell	10,628 -20	-0.2%	-$4.83K	0.18%	100
2021 Q2	$2.58M	Sell	10,648 -354	-3%	-$85.7K	0.18%	98
2021 Q1	$2.46M	Sell	11,002 -241	-2%	-$53.9K	0.19%	95
2020 Q4	$2.38M	Sell	11,243 -5,121	-31%	-$1.08M	0.2%	94
2020 Q3	$3.06M	Sell	16,364 -517	-3%	-$96.7K	0.28%	70
2020 Q2	$2.9M	Sell	16,881 -321	-2%	-$55.1K	0.27%	75
2020 Q1	$2.44M	Buy	17,202 +645	+4%	+$91.3K	0.4%	69
2019 Q4	$2.95M	Sell	16,557 -373	-2%	-$66.5K	0.47%	47
2019 Q3	$2.79M	Buy	16,930 +2,170	+15%	+$357K	0.41%	51
2019 Q2	$2.4M	Buy	14,760 +3,275	+29%	+$533K	0.35%	60
2019 Q1	$1.81M	Sell	11,485 -940	-8%	-$148K	0.24%	94
2018 Q4	$1.72M	Buy	12,425 +699	+6%	+$96.9K	0.26%	91
2018 Q3	$1.9M	Buy	11,726 +322	+3%	+$52.1K	0.18%	93
2018 Q2	$1.73M	Buy	11,404 +757	+7%	+$115K	0.25%	94
2018 Q1	$1.56M	Buy	10,647 +1,931	+22%	+$284K	0.22%	113
2017 Q4	$1.3M	Sell	8,716 -1,213	-12%	-$180K	0.21%	112
2017 Q3	$1.39M	Sell	9,929 -314	-3%	-$43.9K	0.2%	125
2017 Q2	$1.39M	Sell	10,243 -108	-1%	-$14.6K	0.21%	117
2017 Q1	$1.36M	Buy	10,351 +1,357	+15%	+$178K	0.21%	123
2016 Q4	$1.12M	Buy	8,994 +74	+0.8%	+$9.21K	0.18%	139
2016 Q3	$1.08M	Buy	8,920 +81	+0.9%	+$9.76K	0.16%	136
2016 Q2	$1.03M	Sell	8,839 -1,443	-14%	-$169K	0.17%	131
2016 Q1	$1.17M	Buy	10,282 +526	+5%	+$60K	0.1%	120
2015 Q4	$1.11M	Buy	9,756 +285	+3%	+$32.3K	0.18%	121
2015 Q3	$1.01M	Buy	9,471 +1,734	+22%	+$186K	0.16%	131
2015 Q2	$898K	Buy	7,737 +1,070	+16%	+$124K	0.14%	141
2015 Q1	$772K	Buy	6,667 +1,118	+20%	+$129K	0.12%	130
2014 Q4	$636K	Buy	+5,549	New	+$636K	0.12%	120