Mid Atlantic Financial Management’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 | $4.51M | Sell |
18,674
-1,246
| -6% | -$301K | 0.3% | 70 |
|
|
2021
Q2 | $4.82M | Buy |
19,920
+1,161
| +6% | +$281K | 0.32% | 65 |
|
|
2021
Q1 | $4.2M | Buy |
18,759
+224
| +1% | +$50.1K | 0.31% | 73 |
|
|
2020
Q4 | $3.93M | Buy |
18,535
+243
| +1% | +$51.5K | 0.3% | 78 |
|
|
2020
Q3 | $3.63M | Sell |
18,292
-230
| -1% | -$45.7K | 0.32% | 71 |
|
|
2020
Q2 | $3.18M | Buy |
18,522
+3,489
| +23% | +$599K | 0.31% | 74 |
|
|
2020
Q1 | $2.13M | Buy |
15,033
+1,592
| +12% | +$225K | 0.24% | 90 |
|
|
2019
Q4 | $2.4M | Buy |
13,441
+10,033
| +294% | +$1.79M | 0.22% | 97 |
|
|
2019
Q3 | $561K | Buy |
3,408
+154
| +5% | +$25.4K | 0.06% | 320 |
|
|
2019
Q2 | $530K | Buy |
3,254
+292
| +10% | +$47.6K | 0.06% | 352 |
|
|
2019
Q1 | $466K | Buy |
2,962
+264
| +10% | +$41.5K | 0.05% | 382 |
|
|
2018
Q4 | $374K | Buy |
+2,698
| New | +$374K | 0.05% | 417 |
|