Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $578K | Hold |
4,947
| – | – | 0.11% | 239 |
|
|
2016
Q1 | $564K | Hold |
4,947
| – | – | 0.11% | 245 |
|
|
2015
Q4 | $560K | Buy |
4,947
+86
| +2% | +$9.74K | 0.11% | 260 |
|
|
2015
Q3 | $520K | Hold |
4,861
| – | – | 0.1% | 270 |
|
|
2015
Q2 | $564K | Hold |
4,861
| – | – | 0.1% | 282 |
|
|
2015
Q1 | $563K | Hold |
4,861
| – | – | 0.1% | 275 |
|
|
2014
Q4 | $557K | Sell |
4,861
-414
| -8% | -$47.4K | 0.11% | 273 |
|
|
2014
Q3 | $579K | Hold |
5,275
| – | – | 0.11% | 260 |
|
|
2014
Q2 | $580K | Buy |
5,275
+114
| +2% | +$12.5K | 0.09% | 311 |
|
|
2014
Q1 | $540K | Sell |
5,161
-500
| -9% | -$52.3K | 0.12% | 262 |
|
|
2013
Q4 | $584K | Hold |
5,661
| – | – | 0.14% | 223 |
|
|
2013
Q3 | $533K | Buy |
5,661
+334
| +6% | +$31.4K | 0.14% | 225 |
|
|
2013
Q2 | $479K | Buy |
+5,327
| New | +$479K | 0.15% | 203 |
|