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Independence Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Independence Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$297K Sell
1,587
-84
-5% -$15.7K 0.06% 71
2020
Q2 		$287K Buy
1,671
+997
+148% +$171K 0.07% 69
2020
Q1 		$95K Hold
674
– – 0.03% 94
2019
Q4 		$120K Buy
+674
New +$120K 0.03% 101