Planning Alternatives’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $531K | Sell |
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|
2017
Q3 | $506K | Sell |
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|
2017
Q2 | $495K | Sell |
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|
2017
Q1 | $481K | Sell |
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|
2016
Q4 | $481K | Sell |
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|
2016
Q3 | $484K | Sell |
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|
2016
Q2 | $496K | Sell |
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|
2016
Q1 | $520K | Sell |
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|
2015
Q4 | $648K | Hold |
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|
2015
Q3 | $612K | Sell |
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|
2015
Q2 | $722K | Sell |
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|
2015
Q1 | $754K | Hold |
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|
2014
Q4 | $746K | Hold |
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|
2014
Q3 | $715K | Hold |
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|
2014
Q2 | $717K | Sell |
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|
2014
Q1 | $780K | Sell |
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|
2013
Q4 | $847K | Sell |
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|
2013
Q3 | $830K | Sell |
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|
2013
Q2 | $998K | Buy |
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