IFWM
Institute for Wealth Management’s iShares CMBS ETF CMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-189
| Closed | -$10K | – | 414 |
|
|
2019
Q4 | $10K | Buy |
+189
| New | +$10K | ﹤0.01% | 596 |
|
|
2018
Q2 | – | Sell |
-24,706
| Closed | -$1.23M | – | 215 |
|
|
2018
Q1 | $1.23M | Sell |
24,706
-15,958
| -39% | -$796K | 0.36% | 91 |
|
|
2017
Q4 | $2.08M | Buy |
40,664
+27,320
| +205% | +$1.4M | 0.48% | 51 |
|
|
2017
Q3 | $688K | Buy |
13,344
+161
| +1% | +$8.3K | 0.22% | 154 |
|
|
2017
Q2 | $678K | Buy |
+13,183
| New | +$678K | 0.19% | 178 |
|
|
2015
Q4 | $1.34M | Sell |
26,494
-11,637
| -31% | -$589K | 2% | 16 |
|
|
2015
Q3 | $1.97M | Buy |
38,131
+10,949
| +40% | +$567K | 3.75% | 11 |
|
|
2015
Q2 | $1.4M | Sell |
27,182
-453
| -2% | -$23.3K | 1.8% | 21 |
|
|
2015
Q1 | $1.44M | Sell |
27,635
-2,665
| -9% | -$139K | 1.58% | 23 |
|
|
2014
Q4 | $1.55M | Sell |
30,300
-11,182
| -27% | -$572K | 1.63% | 24 |
|
|
2014
Q3 | $2.13M | Buy |
+41,482
| New | +$2.13M | 2.03% | 19 |
|