Reilly Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Reilly Financial Advisors’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$132K	Hold
2021 Q3	$121K	Hold
2021 Q2	$121K	Hold
2021 Q1	$112K	Sell
2020 Q4	$148K	Hold
2020 Q3	$131K	Hold
2020 Q2	$120K	Hold
2020 Q1	$99K	Hold
2019 Q4	$125K	Hold
2019 Q3	$115K	Buy
2019 Q2	$33K	Sell
2019 Q1	$63K	Hold
2018 Q4	$55K	Buy
2018 Q3	$32K	Hold
2018 Q2	$30K	Hold
2018 Q1	$29K	Hold
2017 Q4	$30K	Hold
2017 Q3	$28K	Hold
2017 Q2	$27K	Sell
2017 Q1	$38K	Buy
2016 Q4	$25K	Hold
2016 Q3	$24K	Hold
2016 Q2	$23K	Hold
2016 Q1	$23K	Hold
2015 Q4	$23K	Hold
2015 Q3	$21K	Hold
2015 Q2	$23K	Hold
2015 Q1	$23K	Buy
2014 Q3	–	Sell
2014 Q2	$11K	Hold
2014 Q1	$10K	Hold
2013 Q4	$10K	Hold
2013 Q3	$9K	Hold
2013 Q2	$9K	Buy