Mosaic Family Wealth’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
Q1 | – | Sell |
-950
| Closed | -$201K | – | 163 |
|
|
2020
Q4 | $201K | Buy |
+950
| New | +$201K | 0.07% | 146 |
|
|
2019
Q2 | – | Sell |
-950
| Closed | -$149K | – | 389 |
|
|
2019
Q1 | $149K | Hold |
950
| – | – | 0.06% | 180 |
|
|
2018
Q4 | $132K | Hold |
950
| – | – | 0.05% | 189 |
|
|
2018
Q3 | $143K | Hold |
950
| – | – | 0.06% | 184 |
|
|
2018
Q2 | $144K | Hold |
950
| – | – | 0.05% | 191 |
|
|
2018
Q1 | $140K | Hold |
950
| – | – | 0.05% | 196 |
|
|
2017
Q4 | $141K | Hold |
950
| – | – | 0.05% | 201 |
|
|
2017
Q3 | $133K | Hold |
950
| – | – | 0.05% | 232 |
|
|
2017
Q2 | $129K | Hold |
950
| – | – | 0.05% | 229 |
|
|
2017
Q1 | $125K | Hold |
950
| – | – | 0.05% | 237 |
|
|
2016
Q4 | $118K | Hold |
950
| – | – | 0.05% | 238 |
|
|
2016
Q3 | $114K | Hold |
950
| – | – | 0.05% | 240 |
|
|
2016
Q2 | $112K | Hold |
950
| – | – | 0.05% | 236 |
|
|
2016
Q1 | $108K | Hold |
950
| – | – | 0.05% | 218 |
|
|
2015
Q4 | $107K | Buy |
+950
| New | +$107K | 0.05% | 214 |
|