IWAG
Integer Wealth Advisors Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,295
| Closed | -$274K | – | 82 |
|
|
2020
Q4 | $274K | Sell |
1,295
-139
| -10% | -$29.4K | 0.18% | 62 |
|
|
2020
Q3 | $268K | Sell |
1,434
-53
| -4% | -$9.91K | 0.25% | 57 |
|
|
2020
Q2 | $261K | Hold |
1,487
| – | – | 0.27% | 51 |
|
|
2020
Q1 | $241K | Sell |
1,487
-144
| -9% | -$23.3K | 0.27% | 50 |
|
|
2019
Q4 | $298K | Buy |
+1,631
| New | +$298K | 0.3% | 52 |
|