Sequoia Wealth Management’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
2019
Q4
$222K Sell
2019
Q3
$541K Buy
2019
Q2
$346K Sell
2019
Q1
$526K Hold
2018
Q4
$463K Buy
2018
Q3
$540K Buy
2018
Q2
$505K Sell
2018
Q1
$492K Sell
2017
Q4
$537K Buy