Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $125K | Buy |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $74K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $70K | Sell |
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|
2019
Q4 | $664K | Buy |
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|
2019
Q3 | $504K | Sell |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $239K | Buy |
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|
2018
Q3 | $7K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $67K | Sell |
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|
2017
Q2 | $114K | Buy |
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|
2017
Q1 | $64K | Sell |
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|
2016
Q4 | $357K | Buy |
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|
2016
Q3 | $307K | Buy |
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|
2016
Q2 | $63K | Hold |
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|
2016
Q1 | $62K | Hold |
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|
2015
Q4 | $61K | Sell |
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|
2015
Q3 | $272K | Buy |
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|
2015
Q2 | $252K | Hold |
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|
2015
Q1 | $251K | Hold |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $529K | Buy |
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