Summit Equities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.66M | Buy |
10,262
+328
| +3% | +$53K | 0.28% | 13 |
|
|
2018
Q2 | $1.51M | Buy |
9,934
+470
| +5% | +$71.4K | 0.26% | 13 |
|
|
2018
Q1 | $1.39M | Sell |
9,464
-198
| -2% | -$29.1K | 0.24% | 13 |
|
|
2017
Q4 | $1.44M | Sell |
9,662
-1,353
| -12% | -$201K | 0.24% | 13 |
|
|
2017
Q3 | $1.54M | Buy |
+11,015
| New | +$1.54M | 0.28% | 12 |
|