Level Four 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,044
| Closed | -$979K | – | 562 |
|
|
2021
Q2 | $979K | Hold |
4,044
| – | – | 0.07% | 271 |
|
|
2021
Q1 | $905K | Hold |
4,044
| – | – | 0.07% | 281 |
|
|
2020
Q4 | $857K | Hold |
4,044
| – | – | 0.07% | 273 |
|
|
2020
Q3 | $757K | Sell |
4,044
-47
| -1% | -$8.8K | 0.06% | 287 |
|
|
2020
Q2 | $702K | Buy |
+4,091
| New | +$702K | 0.05% | 307 |
|