PWAG
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Polaris Wealth Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-253
Closed -$41K 300
2018
Q3
$41K Buy
+253
New +$41K ﹤0.01% 265
2018
Q2
Sell
-253
Closed -$37K 340
2018
Q1
$37K Buy
+253
New +$37K ﹤0.01% 240