Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.04M | Sell |
9,421
-15,210
| -62% | -$1.67M | 2.78% | 12 |
|
|
2014
Q2 | $2.71M | Sell |
24,631
-15,800
| -39% | -$1.74M | 5.74% | 5 |
|
|
2014
Q1 | $4.24M | Sell |
40,431
-25,810
| -39% | -$2.7M | 7.32% | 3 |
|
|
2013
Q4 | $6.83M | Sell |
66,241
-35,000
| -35% | -$3.61M | 10.51% | 1 |
|
|
2013
Q3 | $9.53M | Sell |
101,241
-9,968
| -9% | -$939K | 12.89% | 2 |
|
|
2013
Q2 | $10M | Buy |
+111,209
| New | +$10M | 13.12% | 3 |
|