Squar Milner Financial Services’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
Q2 | – | Sell |
-823
| Closed | -$116K | – | 467 |
|
|
2020
Q1 | $116K | Hold |
823
| – | – | 0.07% | 234 |
|
|
2019
Q4 | $146K | Buy |
+823
| New | +$146K | 0.07% | 254 |
|
|
2019
Q3 | – | Sell |
-823
| Closed | -$134K | – | 460 |
|
|
2019
Q2 | $134K | Hold |
823
| – | – | 0.09% | 225 |
|
|
2019
Q1 | $129K | Sell |
823
-505
| -38% | -$79.2K | 0.1% | 224 |
|
|
2018
Q4 | $184K | Buy |
1,328
+505
| +61% | +$70K | 0.18% | 143 |
|
|
2018
Q3 | $133K | Hold |
823
| – | – | 0.12% | 207 |
|
|
2018
Q2 | $125K | Buy |
+823
| New | +$125K | 0.11% | 221 |
|