Homrich & Berg’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
2021
Q3
$4.53M Buy
2021
Q2
$4.53M Buy
2021
Q1
$3.56M Sell
2020
Q4
$3.4M Buy
2020
Q3
$2.61M Sell
2020
Q2
$2.75M Buy
2020
Q1
$1.86M Buy
2019
Q4
$438K Sell
2019
Q3
$406K Sell
2019
Q2
$417K Sell
2019
Q1
$437K Buy
2018
Q4
$223K Buy
2018
Q3
$259K Buy
2018
Q2
Sell
2018
Q1
$246K Buy
2017
Q2
Sell
2017
Q1
$206K Buy