Gerstein Fisher’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,829
| Closed | -$212K | – | 417 |
|
|
2015
Q1 | $212K | Hold |
1,829
| – | – | 0.03% | 383 |
|
|
2014
Q4 | $210K | Sell |
1,829
-154,971
| -99% | -$17.8M | 0.03% | 363 |
|
|
2014
Q3 | $2.76M | Buy |
156,800
+240
| +0.2% | +$4.23K | 0.49% | 36 |
|
|
2014
Q2 | $2.75M | Buy |
156,560
+2,641
| +2% | +$46.4K | 0.52% | 33 |
|
|
2014
Q1 | $2.58M | Sell |
153,919
-151,067
| -50% | -$2.53M | 0.52% | 35 |
|
|
2013
Q4 | $5.06M | Buy |
304,986
+157,874
| +107% | +$2.62M | 0.19% | 127 |
|
|
2013
Q3 | $2.35M | Buy |
147,112
+141,807
| +2,673% | +$2.27M | 0.51% | 26 |
|
|
2013
Q2 | $477K | Buy |
+5,305
| New | +$477K | 0.11% | 158 |
|