Independence 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
2020
Q1
Sell
-1,168
Closed -$208K 24
2019
Q4
$208K Buy
+1,168
New +$208K 0.2% 24
2019
Q3
Sell
-1,398
Closed -$228K 25
2019
Q2
$228K Hold
1,398
0.22% 25
2019
Q1
$220K Buy
+1,398
New +$220K 0.24% 21