HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-452
| Closed | -$96K | – | 216 |
|
|
2020
Q4 | $96K | Hold |
452
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $85K | Hold |
452
| – | – | 0.02% | 169 |
|
|
2020
Q2 | $78K | Hold |
452
| – | – | 0.02% | 165 |
|
|
2020
Q1 | $64K | Hold |
452
| – | – | 0.02% | 168 |
|
|
2019
Q4 | $81K | Buy |
+452
| New | +$81K | 0.02% | 173 |
|