LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $166K | Hold |
889
| – | – | 0.07% | 146 |
|
|
2020
Q2 | $153K | Buy |
889
+269
| +43% | +$46.3K | 0.07% | 147 |
|
|
2020
Q1 | $88K | Buy |
620
+402
| +184% | +$57.1K | 0.05% | 174 |
|
|
2019
Q4 | $39K | Sell |
218
-40
| -16% | -$7.16K | 0.02% | 273 |
|
|
2019
Q3 | $42K | Hold |
258
| – | – | 0.02% | 265 |
|
|
2019
Q2 | $42K | Sell |
258
-570
| -69% | -$92.8K | 0.02% | 258 |
|
|
2019
Q1 | $130K | Buy |
828
+570
| +221% | +$89.5K | 0.07% | 161 |
|
|
2018
Q4 | $36K | Hold |
258
| – | – | 0.02% | 271 |
|
|
2018
Q3 | $42K | Sell |
258
-32
| -11% | -$5.21K | 0.02% | 268 |
|
|
2018
Q2 | $44K | Hold |
290
| – | – | 0.02% | 256 |
|
|
2018
Q1 | $43K | Buy |
+290
| New | +$43K | 0.03% | 245 |
|