R.H. Bluestein & Co’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
2022
Q3
$4.07M Hold
2022
Q2
$4.29M Buy
2022
Q1
$4.73M Hold
2021
Q4
$5.01M Sell
2021
Q3
$4.84M Sell
2021
Q2
$4.91M Sell
2021
Q1
$4.55M Sell
2020
Q4
$4.33M Buy
2020
Q3
$3.77M Sell
2020
Q2
$3.53M Sell
2020
Q1
$3.05M Buy
2019
Q4
$2.05M Hold
2019
Q3
$1.89M Buy
2019
Q2
$831K Sell
2019
Q1
$989K Buy
2018
Q4
$287K Hold
2018
Q3
$335K Hold
2018
Q2
$315K Hold
2018
Q1
$304K Buy
2017
Q1
Sell
2016
Q4
$210K Buy