Institute for Wealth Management’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 |
-639
| Closed | -$114K | – | 530 |
|
|
2019
Q4 | $114K | Buy |
+639
| New | +$114K | 0.03% | 462 |
|
|
2014
Q4 | – | Sell |
-256
| Closed | -$28K | – | 38 |
|
|
2014
Q3 | $28K | Hold |
256
| – | – | 0.03% | 42 |
|
|
2014
Q2 | $28K | Hold |
256
| – | – | 0.02% | 42 |
|
|
2014
Q1 | $27K | Hold |
256
| – | – | 0.02% | 56 |
|
|
2013
Q4 | $26K | Sell |
256
-53
| -17% | -$5.38K | 0.02% | 56 |
|
|
2013
Q3 | $29K | Sell |
309
-122,822
| -100% | -$11.5M | 0.02% | 45 |
|
|
2013
Q2 | $11.1M | Buy |
+123,131
| New | +$11.1M | 8.89% | 2 |
|