Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $274K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $681K | Sell |
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|
2020
Q2 | $805K | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $2.27M | Sell |
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|
2019
Q3 | $2.78M | Buy |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $3.02M | Sell |
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|
2018
Q2 | $2.98M | Buy |
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|
2018
Q1 | $2.88M | Buy |
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