Jacobus Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.59M | Hold |
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2017
Q2 | $1.53M | Hold |
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2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.74M | Hold |
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|
2016
Q3 | $1.69M | Sell |
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|
2016
Q2 | $1.66M | Hold |
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|
2016
Q1 | $1.62M | Hold |
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|
2015
Q4 | $1.61M | Hold |
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|
2015
Q3 | $1.52M | Buy |
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|
2015
Q2 | $1.53M | Buy |
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|
2015
Q1 | $1.52M | Hold |
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|
2014
Q4 | $1.51M | Hold |
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|
2014
Q3 | $1.44M | Sell |
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|
2014
Q2 | $1.72M | Hold |
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|
2014
Q1 | $1.64M | Buy |
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|
2013
Q4 | $1.35M | Hold |
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|
2013
Q3 | $1.24M | Buy |
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|
2013
Q2 | $1.18M | Buy |
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