IWAG
Integer Wealth Advisors Group’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.05M | Sell |
16,209
-3,688
| -19% | -$694K | 1.66% | 19 |
|
|
2020
Q4 | $3.39M | Sell |
19,897
-2,787
| -12% | -$475K | 2.24% | 17 |
|
|
2020
Q3 | $3.53M | Sell |
22,684
-34
| -0.1% | -$5.3K | 3.25% | 10 |
|
|
2020
Q2 | $3.33M | Buy |
22,718
+270
| +1% | +$39.6K | 3.41% | 9 |
|
|
2020
Q1 | $3.02M | Buy |
22,448
+4,580
| +26% | +$616K | 3.43% | 9 |
|
|
2019
Q4 | $2.65M | Buy |
+17,868
| New | +$2.65M | 2.62% | 14 |
|