Sullivan, Bruyette, Speros & Blaney’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $23.2M | Sell |
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|
2020
Q4 | $22.1M | Sell |
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|
2020
Q3 | $20.4M | Sell |
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|
2020
Q2 | $19.2M | Sell |
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|
2020
Q1 | $15.9M | Buy |
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|
2019
Q4 | $19.9M | Sell |
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|
2019
Q3 | $19.7M | Sell |
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|
2019
Q2 | $19.6M | Sell |
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|
2019
Q1 | $19.3M | Sell |
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|
2018
Q4 | $17.1M | Sell |
|
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|
2018
Q3 | $20.5M | Sell |
|
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|
2018
Q2 | $19.5M | Sell |
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|
2018
Q1 | $20M | Sell |
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|
2017
Q4 | $20.8M | Sell |
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|
2017
Q3 | $20M | Sell |
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|
2017
Q2 | $19.8M | Sell |
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|
2017
Q1 | $19.5M | Sell |
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|
2016
Q4 | $19.2M | Sell |
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|
2016
Q3 | $19M | Sell |
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|
2016
Q2 | $18.6M | Buy |
|