NFC Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$624K | – | 44 |
|
|
2019
Q4 | $624K | Hold |
3,500
| – | – | 0.16% | 35 |
|
|
2019
Q3 | $576K | Hold |
3,500
| – | – | 0.16% | 35 |
|
|
2019
Q2 | $570K | Hold |
3,500
| – | – | 0.16% | 34 |
|
|
2019
Q1 | $551K | Sell |
3,500
-474
| -12% | -$74.6K | 0.16% | 30 |
|
|
2018
Q4 | $551K | Hold |
3,974
| – | – | 0.18% | 34 |
|
|
2018
Q3 | $643K | Hold |
3,974
| – | – | 0.21% | 33 |
|
|
2018
Q2 | $604K | Hold |
3,974
| – | – | 0.22% | 30 |
|
|
2018
Q1 | $584K | Hold |
3,974
| – | – | 0.21% | 33 |
|
|
2017
Q4 | $591K | Hold |
3,974
| – | – | 0.2% | 34 |
|
|
2017
Q3 | $556K | Buy |
+3,974
| New | +$556K | 0.19% | 34 |
|