Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $301K | Buy |
+2,296
| New | +$301K | 0.1% | 182 |
|
|
2016
Q4 | – | Sell |
-172
| Closed | -$21K | – | 633 |
|
|
2016
Q3 | $21K | Hold |
172
| – | – | 0.01% | 587 |
|
|
2016
Q2 | $20K | Hold |
172
| – | – | 0.01% | 591 |
|
|
2016
Q1 | $20K | Hold |
172
| – | – | 0.01% | 555 |
|
|
2015
Q4 | $19K | Hold |
172
| – | – | 0.01% | 595 |
|
|
2015
Q3 | $18K | Hold |
172
| – | – | 0.01% | 610 |
|
|
2015
Q2 | $20K | Hold |
172
| – | – | 0.01% | 607 |
|
|
2015
Q1 | $19K | Buy |
+172
| New | +$19K | 0.01% | 584 |
|