Sonora Investment 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $41K | Buy |
+168
| New | +$41K | 0.01% | 463 |
|
2019
Q4 | – | Sell |
-52
| Closed | -$9K | – | 1695 |
|
2019
Q3 | $9K | Hold |
52
| – | – | ﹤0.01% | 1266 |
|
2019
Q2 | $8K | Hold |
52
| – | – | ﹤0.01% | 1258 |
|
2019
Q1 | $8K | Hold |
52
| – | – | ﹤0.01% | 1118 |
|
2018
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 956 |
|
2018
Q3 | $8K | Hold |
52
| – | – | ﹤0.01% | 943 |
|
2018
Q2 | $8K | Hold |
52
| – | – | ﹤0.01% | 877 |
|
2018
Q1 | $7.64K | Hold |
52
| – | – | ﹤0.01% | 867 |
|
2017
Q4 | $7.73K | Hold |
52
| – | – | ﹤0.01% | 868 |
|
2017
Q3 | $7.27K | Sell |
52
-294
| -85% | -$41.1K | ﹤0.01% | 803 |
|
2017
Q2 | $46.8K | Buy |
+346
| New | +$46.8K | 0.01% | 354 |
|