MSWM
Mader & Shannon Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-242,734
| Closed | -$31.9M | – | 18 |
|
|
2017
Q1 | $31.9M | Buy |
242,734
+186,157
| +329% | +$24.4M | 22.86% | 2 |
|
|
2016
Q4 | $7.04M | Sell |
56,577
-113,211
| -67% | -$14.1M | 5.85% | 7 |
|
|
2016
Q3 | $20.5M | Buy |
+169,788
| New | +$20.5M | 15.55% | 2 |
|
|
2016
Q2 | – | Sell |
-198,094
| Closed | -$22.6M | – | 8 |
|
|
2016
Q1 | $22.6M | Buy |
+198,094
| New | +$22.6M | 15.27% | 3 |
|