Geneva Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.18M | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $966K | Sell |
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|
2015
Q4 | $973K | Buy |
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|
2015
Q3 | $875K | Sell |
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|
2015
Q2 | $951K | Buy |
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|
2015
Q1 | $948K | Buy |
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|
2014
Q4 | $937K | Buy |
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|
2014
Q3 | $898K | Buy |
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|
2014
Q2 | $899K | Sell |
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|
2014
Q1 | $964K | Sell |
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|
2013
Q4 | $956K | Sell |
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|
2013
Q3 | $1.06M | Buy |
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|
2013
Q2 | $1.01M | Buy |
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