SteelBridge Private Wealth Advisors’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
2017
Q3
Sell
-2,620
Closed -$354K 45
2017
Q2
$354K Hold
2,620
0.5% 47
2017
Q1
$344K Hold
2,620
0.52% 44
2016
Q4
$332K Hold
2,620
0.52% 42
2016
Q3
$316K Hold
2,620
0.92% 25
2016
Q2
$315K Buy
+2,620
New +$315K 0.95% 24