LifePlan Financial Group’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
Q3
$166K Hold
2020
Q2
$153K Buy
2020
Q1
$88K Buy
2019
Q4
$39K Sell
2019
Q3
$42K Hold
2019
Q2
$42K Sell
2019
Q1
$130K Buy
2018
Q4
$36K Hold
2018
Q3
$42K Sell
2018
Q2
$44K Hold
2018
Q1
$43K Buy