PCA
Personal Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $130M | Sell |
615,437
-10,565
| -2% | -$2.22M | 0.63% | 28 |
|
|
2022
Q3 | $124M | Sell |
626,002
-7,199
| -1% | -$1.42M | 0.67% | 27 |
|
|
2022
Q2 | $132M | Sell |
633,201
-13,691
| -2% | -$2.84M | 0.69% | 26 |
|
|
2022
Q1 | $162M | Sell |
646,892
-11,157
| -2% | -$2.79M | 0.76% | 27 |
|
|
2021
Q4 | $174M | Sell |
658,049
-9,945
| -1% | -$2.63M | 0.8% | 25 |
|
|
2021
Q3 | $161M | Sell |
667,994
-9,764
| -1% | -$2.36M | 0.81% | 24 |
|
|
2021
Q2 | $164M | Sell |
677,758
-10,472
| -2% | -$2.54M | 0.85% | 23 |
|
|
2021
Q1 | $154M | Sell |
688,230
-18,519
| -3% | -$4.15M | 0.89% | 23 |
|
|
2020
Q4 | $150M | Sell |
706,749
-17,301
| -2% | -$3.67M | 0.96% | 22 |
|
|
2020
Q3 | $136M | Sell |
724,050
-24,626
| -3% | -$4.61M | 1.02% | 21 |
|
|
2020
Q2 | $129M | Sell |
748,676
-32,572
| -4% | -$5.59M | 1.06% | 22 |
|
|
2020
Q1 | $110M | Sell |
781,248
-35,263
| -4% | -$4.98M | 1.09% | 18 |
|
|
2019
Q4 | $146M | Sell |
816,511
-9,887
| -1% | -$1.76M | 1.23% | 17 |
|
|
2019
Q3 | $136M | Sell |
826,398
-11,668
| -1% | -$1.92M | 1.3% | 17 |
|
|
2019
Q2 | $136M | Sell |
838,066
-18,759
| -2% | -$3.05M | 1.39% | 17 |
|
|
2019
Q1 | $135M | Sell |
856,825
-27,568
| -3% | -$4.34M | 1.51% | 16 |
|
|
2018
Q4 | $123M | Buy |
+884,393
| New | +$123M | 1.64% | 14 |
|