Smith Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $631K | Hold |
3,370
| – | – | 0.39% | 48 |
|
2020
Q2 | $579K | Hold |
3,370
| – | – | 0.38% | 49 |
|
2020
Q1 | $477K | Hold |
3,370
| – | – | 0.36% | 48 |
|
2019
Q4 | $601K | Hold |
3,370
| – | – | 0.38% | 43 |
|
2019
Q3 | $554K | Hold |
3,370
| – | – | 0.41% | 44 |
|
2019
Q2 | $549K | Hold |
3,370
| – | – | 0.4% | 44 |
|
2019
Q1 | $530K | Hold |
3,370
| – | – | 0.41% | 45 |
|
2018
Q4 | $467K | Buy |
+3,370
| New | +$467K | 0.38% | 44 |
|