Girard Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,801
| Closed | -$252K | – | 64 |
|
|
2017
Q3 | $252K | Sell |
1,801
-193
| -10% | -$27K | 0.22% | 100 |
|
|
2017
Q2 | $271K | Sell |
1,994
-1
| -0.1% | -$136 | 0.2% | 123 |
|
|
2017
Q1 | $262K | Buy |
1,995
+4
| +0.2% | +$525 | 0.22% | 118 |
|
|
2016
Q4 | $248K | Buy |
+1,991
| New | +$248K | 0.22% | 134 |
|