Kovitz Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,231
| Closed | -$259K | – | 103 |
|
|
2015
Q2 | $259K | Hold |
2,231
| – | – | 0.01% | 100 |
|
|
2015
Q1 | $258K | Buy |
+2,231
| New | +$258K | 0.01% | 98 |
|
|
2014
Q2 | – | Sell |
-2,945
| Closed | -$257K | – | 112 |
|
|
2014
Q1 | $257K | Buy |
+2,945
| New | +$257K | 0.01% | 96 |
|
|
2013
Q3 | – | Sell |
-2,828
| Closed | -$254K | – | 102 |
|
|
2013
Q2 | $254K | Buy |
+2,828
| New | +$254K | 0.01% | 90 |
|