Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $510K | Hold |
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|
2019
Q4 | $644K | Hold |
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|
2019
Q3 | $593K | Hold |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $568K | Hold |
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|
2018
Q4 | $501K | Buy |
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|
2018
Q3 | $555K | Sell |
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|
2018
Q2 | $549K | Sell |
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|
2018
Q1 | $535K | Hold |
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|
2017
Q4 | $541K | Hold |
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|
2017
Q3 | $509K | Sell |
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|
2017
Q2 | $541K | Sell |
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|
2017
Q1 | $618K | Hold |
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|
2016
Q4 | $586K | Hold |
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|
2016
Q3 | $567K | Hold |
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|
2016
Q2 | $550K | Sell |
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|
2016
Q1 | $651K | Sell |
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|
2015
Q4 | $766K | Buy |
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